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
201
$1.27M 0.02%
10,421
202
$1.22M 0.02%
10,880
203
$1.22M 0.02%
6,170
204
$1.21M 0.02%
1,526
205
$1.2M 0.02%
7,929
-500
206
$1.17M 0.02%
18,943
-20
207
$1.17M 0.02%
26,340
+18
208
$1.16M 0.02%
14,330
209
$1.15M 0.02%
29,650
210
$1.15M 0.02%
4,791
211
$1.15M 0.02%
29,730
212
$1.14M 0.02%
14,222
-166
213
$1.11M 0.02%
18,900
214
$1.1M 0.02%
22,770
-1,120
215
$1.06M 0.02%
30,401
+700
216
$1.05M 0.02%
7,048
-28
217
$1.02M 0.02%
12,090
218
$1.02M 0.02%
3,612
-998
219
$1.02M 0.02%
5,867
220
$1.01M 0.02%
25,315
-5
221
$1.01M 0.02%
4,572
222
$997K 0.02%
48,569
+34
223
$977K 0.02%
14,366
-1,323
224
$959K 0.02%
12,928
225
$938K 0.02%
13,390
-1,300
7 8
9
10 11