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
251
$609K 0.02%
2,270
252
$608K 0.02%
+7,297
253
$593K 0.02%
7,250
254
$585K 0.02%
4,864
255
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256
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12,364
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257
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7,000
-2,044
258
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1,620
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259
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260
$544K 0.02%
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261
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262
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263
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3,349
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264
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15,000
-2,000
265
$518K 0.02%
10,000
266
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267
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268
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13,699
269
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270
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18,219
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271
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244
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272
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12,000
273
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+13,000
274
$489K 0.02%
1,250
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275
$485K 0.02%
+13,389
9 10
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12 13