EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.52B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$36.1M
3
+$4.83M
4
BWA icon
BorgWarner
BWA
+$3.08M
5
FIS icon
Fidelity National Information Services
FIS
+$2.61M

Top Sells

1
+$7.48M
2
+$6.39M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$6.16M
5
ROP icon
Roper Technologies
ROP
+$5.62M

Sector Composition

1 Technology 26.52%
2 Financials 16.03%
3 Consumer Discretionary 15.23%
4 Healthcare 11.37%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.5M 0.06%
47,423
-45
127
$3.46M 0.06%
61,836
-580
128
$3.43M 0.06%
36,228
-5
129
$3.37M 0.06%
9,936
-405
130
$3.34M 0.06%
25,125
+162
131
$3.29M 0.06%
158,640
+5,560
132
$3.22M 0.06%
16,860
133
$3.19M 0.06%
63,902
-49,496
134
$3.16M 0.06%
28,962
+849
135
$3.15M 0.06%
54,040
-3,500
136
$3.07M 0.06%
15,803
-1,018
137
$3.06M 0.06%
59,132
+102
138
$3M 0.05%
138,769
139
$2.99M 0.05%
38,097
-50
140
$2.98M 0.05%
7,543
-360
141
$2.97M 0.05%
81,104
-2,728
142
$2.94M 0.05%
30,186
+472
143
$2.88M 0.05%
26,250
144
$2.85M 0.05%
37,716
-200
145
$2.85M 0.05%
30,222
-3,750
146
$2.74M 0.05%
34,968
-167
147
$2.72M 0.05%
4,462
+118
148
$2.67M 0.05%
9,186
-129
149
$2.64M 0.05%
10,143
-400
150
$2.61M 0.05%
50,077
4 5
6
7 8