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
301
$370K 0.01%
3,424
-569
302
$369K 0.01%
1,070
303
$363K 0.01%
11,325
-2,300
304
$363K 0.01%
400
305
$362K 0.01%
17,543
306
$362K 0.01%
2,130
-200
307
$357K 0.01%
8,739
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308
$356K 0.01%
8,797
+876
309
$352K 0.01%
5,418
-1,418
310
$349K 0.01%
5,587
-1,119
311
$348K 0.01%
+5,000
312
$336K 0.01%
+3,298
313
$330K 0.01%
2,479
314
$330K 0.01%
1,912
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315
$328K 0.01%
8,060
316
$327K 0.01%
+6,484
317
$324K 0.01%
+5,660
318
$323K 0.01%
4,415
319
$321K 0.01%
6,086
320
$321K 0.01%
2,500
321
$317K 0.01%
4,119
322
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+1,071
323
$314K 0.01%
6,543
324
$313K 0.01%
+5,240
325
$305K 0.01%
+10,689
11 12
13
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