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
$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
1
$46.1M 2.64%
2,708,916
-287,588
2
$35.5M 2.03%
1,625,309
-97,203
3
$33.9M 1.94%
503,290
-57,740
4
$33.9M 1.94%
1,201,112
-110,774
5
$31.1M 1.78%
361,232
-113,682
6
$30.1M 1.72%
234,783
-413
7
$27.7M 1.59%
313,221
-14,776
8
$26.9M 1.54%
221,441
-11,922
9
$26.5M 1.52%
350,370
-25,382
10
$26.3M 1.51%
509,595
-785,334
11
$25.8M 1.48%
275,888
+10,514
12
$25.7M 1.47%
347,309
+15,412
13
$23.8M 1.36%
274,407
-15,479
14
$23.5M 1.35%
349,332
+7,642
15
$23.4M 1.34%
327,355
-33,719
16
$23M 1.32%
356,728
-49,022
17
$22.7M 1.3%
681,376
-69,334
18
$21.9M 1.25%
192,526
+358
19
$21.5M 1.23%
316,564
-2,769
20
$20.9M 1.2%
561,407
-91,268
21
$19.3M 1.11%
145,310
+13,107
22
$19.3M 1.11%
298,390
-885
23
$19.3M 1.11%
248,264
-14,564
24
$19.1M 1.09%
259,643
+20,464
25
$18.8M 1.08%
440,520
-6,250
1
2 3 4 5