EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
176
$1.64M 0.09%
60,180
-4,320
177
$1.62M 0.09%
26,000
178
$1.61M 0.09%
38,365
-17,080
179
$1.59M 0.09%
80,870
+6,143
180
$1.5M 0.09%
37,878
-452
181
$1.49M 0.09%
55,143
-3,286
182
$1.49M 0.09%
28,650
+2,900
183
$1.41M 0.08%
40,440
-96
184
$1.38M 0.08%
17,517
+41
185
$1.33M 0.08%
25,400
+5,300
186
$1.33M 0.08%
59,332
187
$1.31M 0.08%
41,120
+385
188
$1.31M 0.07%
24,800
+18,600
189
$1.3M 0.07%
5,398
+208
190
$1.26M 0.07%
14,948
+676
191
$1.24M 0.07%
11,083
-4
192
$1.24M 0.07%
25,763
-427
193
$1.23M 0.07%
81,522
-3,528
194
$1.2M 0.07%
1,188
-92
195
$1.18M 0.07%
67,400
196
$1.16M 0.07%
28,840
+271
197
$1.16M 0.07%
10,043
-440
198
$1.16M 0.07%
28,810
-27,191
199
$1.15M 0.07%
27,337
-390
200
$1.12M 0.06%
+19,850
6 7
8
9 10