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
$5.02B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.6M
3
+$7.35M
4
GNRC icon
Generac Holdings
GNRC
+$6.39M
5
EOG icon
EOG Resources
EOG
+$6.31M

Top Sells

1
+$45.6M
2
+$14.3M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$7.01M
5
SSNC icon
SS&C Technologies
SSNC
+$5.06M

Sector Composition

1 Technology 25.47%
2 Financials 16.31%
3 Consumer Discretionary 14.66%
4 Healthcare 11.53%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.9M 0.06%
45,016
-150
127
$2.82M 0.06%
49,755
+15
128
$2.78M 0.06%
13,072
-528
129
$2.77M 0.06%
5,537
-1,278
130
$2.74M 0.05%
21,860
131
$2.62M 0.05%
42,500
-1,000
132
$2.61M 0.05%
47,841
133
$2.61M 0.05%
10,448
134
$2.59M 0.05%
34,480
-1,471
135
$2.59M 0.05%
56,568
+252
136
$2.58M 0.05%
29,340
-334
137
$2.54M 0.05%
31,516
+302
138
$2.51M 0.05%
64,063
-10,550
139
$2.49M 0.05%
15,119
-233
140
$2.42M 0.05%
20,667
141
$2.36M 0.05%
14,166
-576
142
$2.34M 0.05%
27,783
+85
143
$2.31M 0.05%
71,737
-28,613
144
$2.3M 0.05%
6,959
-647
145
$2.23M 0.04%
9,747
-861
146
$2.17M 0.04%
32,014
-1,035
147
$2.16M 0.04%
14,908
+43
148
$2.15M 0.04%
22,123
-967
149
$2.13M 0.04%
30,515
-111
150
$2.1M 0.04%
13,820
+299
4 5
6
7 8