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
201
$1.15M 0.02%
6,170
202
$1.15M 0.02%
18,900
203
$1.14M 0.02%
5,803
-40
204
$1.12M 0.02%
6,847
-4
205
$1.08M 0.02%
4,605
206
$1.08M 0.02%
18,567
+11,843
207
$1.07M 0.02%
5,867
208
$1.07M 0.02%
28,174
-2,972
209
$1.04M 0.02%
2,513
-325
210
$1.04M 0.02%
27,179
+1,939
211
$1.03M 0.02%
12,360
-266
212
$1.03M 0.02%
46,339
+9,500
213
$1M 0.02%
4,044
-21
214
$997K 0.02%
10,363
-1
215
$990K 0.02%
30,369
216
$981K 0.02%
10,256
+9
217
$960K 0.02%
5,020
218
$958K 0.02%
1,328
+7
219
$949K 0.02%
3,142
220
$937K 0.02%
4,100
-2,110
221
$933K 0.02%
16,688
-2,005
222
$915K 0.02%
10,708
+988
223
$910K 0.02%
35,301
-812
224
$879K 0.02%
28,035
+780
225
$877K 0.02%
29,000
-145
7 8
9
10 11