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
151
$2.07M 0.04%
32,320
+380
152
$2.03M 0.04%
4,288
-209
153
$1.98M 0.04%
121,568
-108
154
$1.9M 0.04%
23,523
-1,378
155
$1.84M 0.04%
17,679
+250
156
$1.84M 0.04%
26,356
157
$1.83M 0.04%
23,675
-1,003
158
$1.8M 0.04%
9,637
+276
159
$1.79M 0.04%
10,460
-11
160
$1.76M 0.04%
48,922
-4,074
161
$1.76M 0.04%
14,860
162
$1.73M 0.03%
5,285
-624
163
$1.7M 0.03%
16,828
-169
164
$1.7M 0.03%
52,156
-5,000
165
$1.7M 0.03%
20,490
166
$1.66M 0.03%
10,799
-4
167
$1.63M 0.03%
11,775
+789
168
$1.58M 0.03%
21,141
+1,200
169
$1.57M 0.03%
39,908
170
$1.54M 0.03%
10,310
+6,527
171
$1.53M 0.03%
11,153
-495
172
$1.53M 0.03%
19,488
-583,133
173
$1.52M 0.03%
40,795
+12,133
174
$1.5M 0.03%
18,046
-49
175
$1.48M 0.03%
11,023
+482
5 6
7
8 9