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
$2.93B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.03M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$6.68M
5
PFE icon
Pfizer
PFE
+$6.48M

Top Sells

1
+$11.1M
2
+$7.27M
3
+$3.84M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.7M
5
IP icon
International Paper
IP
+$599K

Sector Composition

1 Technology 18.68%
2 Consumer Discretionary 16.43%
3 Financials 15.53%
4 Healthcare 11.01%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$749K 0.03%
11,483
-7,609
227
$747K 0.03%
+12,853
228
$733K 0.03%
4,473
+11
229
$725K 0.02%
8,508
+5,341
230
$724K 0.02%
4,550
-1,750
231
$723K 0.02%
+24,500
232
$722K 0.02%
8,651
-1,124
233
$711K 0.02%
13,546
+9,800
234
$711K 0.02%
+53,760
235
$710K 0.02%
12,657
+203
236
$699K 0.02%
10,828
-1,124
237
$688K 0.02%
3,119
+1,234
238
$681K 0.02%
5,939
+345
239
$679K 0.02%
20,000
-15,000
240
$675K 0.02%
+5,645
241
$674K 0.02%
15,326
+5,880
242
$671K 0.02%
+4,449
243
$666K 0.02%
23,935
244
$665K 0.02%
+14,769
245
$665K 0.02%
8,830
246
$647K 0.02%
6,740
-705
247
$626K 0.02%
9,162
248
$624K 0.02%
+17,500
249
$615K 0.02%
7,200
+4,700
250
$614K 0.02%
13,136
+2,810
8 9
10
11 12