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
151
$2.58M 0.05%
15,431
-785
152
$2.5M 0.05%
20,918
153
$2.41M 0.04%
12,575
154
$2.4M 0.04%
20,923
-293
155
$2.38M 0.04%
10,802
+602
156
$2.38M 0.04%
58,305
157
$2.37M 0.04%
28,799
158
$2.34M 0.04%
126,272
-1,280
159
$2.31M 0.04%
6,105
-78
160
$2.23M 0.04%
34,701
-1,480
161
$2.18M 0.04%
14,359
-69
162
$2.18M 0.04%
13,919
163
$2.12M 0.04%
26,353
164
$2.11M 0.04%
23,367
165
$2.05M 0.04%
44,222
-550
166
$2.05M 0.04%
47,370
-191
167
$2.04M 0.04%
17,800
-418
168
$2.01M 0.04%
29,608
169
$1.94M 0.04%
10,836
-250
170
$1.94M 0.04%
12,079
171
$1.93M 0.03%
9,838
172
$1.91M 0.03%
4,758
-650
173
$1.82M 0.03%
9,307
-104
174
$1.79M 0.03%
12,282
175
$1.77M 0.03%
23,874
-640
5 6
7
8 9