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
$2.22B
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.7M
3
+$8.24M
4
TXN icon
Texas Instruments
TXN
+$7.61M
5
DORM icon
Dorman Products
DORM
+$6.07M

Top Sells

1
+$11M
2
+$10.3M
3
+$7.18M
4
NVS icon
Novartis
NVS
+$6.04M
5
AA icon
Alcoa
AA
+$2.02M

Sector Composition

1 Technology 16.28%
2 Healthcare 13.82%
3 Consumer Discretionary 13.79%
4 Financials 12.71%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$776K 0.04%
48,800
227
$772K 0.03%
20,334
+2,296
228
$772K 0.03%
7,583
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229
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5,537
-335
230
$742K 0.03%
10,755
231
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15,482
+1,585
232
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15,336
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233
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3,980
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234
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6,594
235
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5,419
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236
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7,427
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237
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16,016
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238
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3,257
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239
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6,715
-290
240
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10,300
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241
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84,565
242
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243
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13,123
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244
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28,729
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245
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43,088
246
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2,875
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247
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13,480
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248
$618K 0.03%
7,069
-335
249
$591K 0.03%
+10,000
250
$590K 0.03%
4,928
+39
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10
11 12