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
201
$1.1M 0.06%
30,647
+1,361
202
$1.09M 0.06%
10,062
-7,088
203
$1.09M 0.06%
31,809
-173
204
$1.09M 0.06%
18,115
+75
205
$1.09M 0.06%
22,065
+1,350
206
$1.08M 0.06%
12,516
+2,391
207
$1.06M 0.06%
19,670
-18
208
$1.06M 0.06%
12,047
+294
209
$1.05M 0.06%
18,247
-429
210
$1.05M 0.06%
+12,958
211
$1.04M 0.06%
63,400
+58,800
212
$1.02M 0.06%
3,560
-2,040
213
$1.02M 0.06%
4,154
+2,125
214
$982K 0.06%
+9,700
215
$956K 0.05%
9,174
-462
216
$935K 0.05%
+12,850
217
$930K 0.05%
19,331
-1,807
218
$897K 0.05%
11,591
+46
219
$895K 0.05%
51,262
+5,176
220
$884K 0.05%
+6,550
221
$884K 0.05%
13,773
-5,894
222
$882K 0.05%
24,660
-6,440
223
$869K 0.05%
28,187
224
$865K 0.05%
71,237
-957
225
$853K 0.05%
9,303
+349
7 8
9
10 11