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
1
$315M 6.27%
1,907,976
-42,504
2
$275M 5.49%
954,884
-8,505
3
$177M 3.53%
307,216
-2,373
4
$165M 3.29%
454,690
-5,537
5
$162M 3.23%
342,889
-7,043
6
$143M 2.85%
1,630,029
+6,038
7
$139M 2.78%
472,236
-3,703
8
$138M 2.76%
56,255
-808
9
$126M 2.52%
1,223,191
+20,406
10
$114M 2.27%
398,372
-853
11
$113M 2.25%
1,286,961
-363
12
$113M 2.25%
1,084,874
-27,236
13
$105M 2.09%
536,840
-9,623
14
$99.2M 1.98%
485,611
+22,040
15
$92.7M 1.85%
1,273,578
-15,588
16
$92.2M 1.84%
329,622
-6,777
17
$91.2M 1.82%
490,363
-7,531
18
$90.9M 1.81%
294,252
-3,963
19
$88.1M 1.76%
848,968
-24,692
20
$86.2M 1.72%
443,720
-796
21
$85.4M 1.7%
843,654
+1,345
22
$85.1M 1.7%
220,909
+1,724
23
$83M 1.65%
934,842
-143,408
24
$81.9M 1.63%
2,743,053
+43,793
25
$78.9M 1.57%
605,385
+1,195
1
2 3 4 5