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
176
$1.47M 0.03%
39,347
+124
177
$1.44M 0.03%
9,490
-272
178
$1.44M 0.03%
4,158
+14
179
$1.41M 0.03%
14,217
+115
180
$1.39M 0.03%
8,369
-13
181
$1.39M 0.03%
20,783
-204
182
$1.39M 0.03%
11,102
+213
183
$1.38M 0.03%
10,459
184
$1.34M 0.03%
34,690
+2,952
185
$1.33M 0.03%
3,871
186
$1.32M 0.03%
1,612
-28
187
$1.3M 0.03%
13,920
-152,682
188
$1.29M 0.03%
16,902
-6,776
189
$1.26M 0.03%
12,237
-239
190
$1.25M 0.03%
3,254
191
$1.25M 0.03%
35,624
-500
192
$1.25M 0.02%
37,910
-20
193
$1.2M 0.02%
5,271
-7
194
$1.19M 0.02%
11,774
195
$1.19M 0.02%
17,131
+1,946
196
$1.19M 0.02%
10,385
-75
197
$1.19M 0.02%
13,512
198
$1.18M 0.02%
5,565
-120
199
$1.18M 0.02%
7,094
-85
200
$1.17M 0.02%
9,222
-17
6 7
8
9 10