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
251
$588K 0.03%
10,862
+472
252
$585K 0.03%
6,094
-20
253
$583K 0.03%
34,318
+12,890
254
$566K 0.03%
28,000
255
$565K 0.03%
31,140
+5,250
256
$562K 0.03%
9,822
+4,432
257
$559K 0.03%
26,925
258
$557K 0.03%
12,814
-2,870
259
$555K 0.03%
6,833
260
$551K 0.02%
5,087
+97
261
$546K 0.02%
6,245
+1,767
262
$545K 0.02%
19,800
263
$537K 0.02%
4,301
264
$535K 0.02%
17,784
-8,760
265
$526K 0.02%
5,600
-2,100
266
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3,085
-46
267
$523K 0.02%
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268
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12,639
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269
$517K 0.02%
4,205
+1,625
270
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12,126
-385
271
$505K 0.02%
9,556
-762
272
$494K 0.02%
6,101
-2,690
273
$491K 0.02%
4,447
-200
274
$487K 0.02%
6,397
+1,597
275
$486K 0.02%
9,718
+3,794
9 10
11
12 13