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
1
$299M 5.41%
2,112,784
-43,518
2
$279M 5.06%
991,315
-14,706
3
$198M 3.58%
1,204,700
+3,920
4
$189M 3.42%
330,967
-6,927
5
$188M 3.4%
1,612,892
-54,909
6
$159M 2.87%
456,368
-2,867
7
$155M 2.8%
471,427
-10,515
8
$150M 2.72%
383,904
-6,022
9
$149M 2.7%
1,117,860
-26,520
10
$128M 2.31%
399,023
-19,318
11
$124M 2.25%
1,274,846
-29,300
12
$124M 2.24%
1,271,587
-16,128
13
$121M 2.19%
456,858
-4,642
14
$118M 2.13%
880,820
-10,060
15
$115M 2.08%
199,697
-12,985
16
$111M 2.01%
65,343
-541
17
$98.8M 1.79%
836,419
-2,499
18
$95.9M 1.74%
636,761
-1,461
19
$92.7M 1.68%
110,484
+23
20
$92.5M 1.67%
508,178
-3,371
21
$91.2M 1.65%
474,423
+685
22
$87.2M 1.58%
532,528
+7,686
23
$86.5M 1.57%
193,908
-12,607
24
$85.8M 1.55%
590,594
-14,512
25
$81.1M 1.47%
297,284
-3,813
1
2 3 4 5