EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
301
$401K 0.02%
20,875
302
$397K 0.02%
7,000
303
$395K 0.02%
10,000
304
$394K 0.02%
1,848,500
-355,500
305
$391K 0.02%
10,000
306
$391K 0.02%
1,891
-138
307
$390K 0.02%
3,645
+435
308
$384K 0.02%
9,892
-696
309
$384K 0.02%
9,701
+4,147
310
$384K 0.02%
15,238
311
$383K 0.02%
4,068
+1,665
312
$382K 0.02%
3,016
313
$381K 0.02%
5,160
+2,395
314
$380K 0.02%
3,140
+82
315
$376K 0.02%
9,029
316
$375K 0.02%
9,145
-3,275
317
$374K 0.02%
4,148
+1,843
318
$371K 0.02%
12,531
319
$368K 0.02%
22,400
320
$365K 0.02%
13,250
321
$360K 0.02%
11,764
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322
$357K 0.02%
3,427
+1,711
323
$357K 0.02%
7,734
+146
324
$356K 0.02%
7,262
-129
325
$354K 0.02%
4,017
+1,233
11 12
13
14 15