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
$1.75B
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$7.88M
3
+$1.77M
4
ROP icon
Roper Technologies
ROP
+$1.74M
5
ACN icon
Accenture
ACN
+$1.51M

Top Sells

1
+$40.6M
2
+$9.78M
3
+$5.27M
4
AAPL icon
Apple
AAPL
+$4.9M
5
XYL icon
Xylem
XYL
+$4.88M

Sector Composition

1 Technology 16.4%
2 Consumer Discretionary 11.77%
3 Healthcare 11.65%
4 Financials 11.36%
5 Energy 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.38M 0.14%
92,396
-1,175
152
$2.35M 0.13%
91,868
-10,551
153
$2.27M 0.13%
28,775
+13,385
154
$2.27M 0.13%
41,990
+32,840
155
$2.23M 0.13%
28,733
+3,059
156
$2.19M 0.13%
57,499
+34,929
157
$2.16M 0.12%
46,389
-5,454
158
$2.14M 0.12%
126,808
+67,278
159
$2.12M 0.12%
22,755
+35
160
$2.1M 0.12%
43,265
161
$2.08M 0.12%
67,922
+16,250
162
$2.06M 0.12%
26,042
-6,479
163
$1.96M 0.11%
35,400
-6,570
164
$1.9M 0.11%
112,080
+670
165
$1.88M 0.11%
93,664
-8,220
166
$1.78M 0.1%
31,280
+297
167
$1.78M 0.1%
21,019
-3,275
168
$1.75M 0.1%
21,504
-17,024
169
$1.71M 0.1%
27,964
+301
170
$1.7M 0.1%
31,874
-2,036
171
$1.69M 0.1%
46,149
+2,804
172
$1.68M 0.1%
36,046
+232
173
$1.66M 0.1%
31,568
-3,832
174
$1.65M 0.09%
18,416
-8,958
175
$1.64M 0.09%
18,284
+16
5 6
7
8 9