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
326
$353K 0.02%
+1,872
327
$347K 0.02%
7,306
+3,569
328
$339K 0.02%
4,526
+3,256
329
$339K 0.02%
6,994
-15
330
$338K 0.02%
9,054
+3,306
331
$336K 0.02%
5,333
+903
332
$336K 0.02%
4,281
333
$333K 0.02%
4,260
334
$332K 0.02%
14,850
-3,000
335
$331K 0.01%
8,065
336
$330K 0.01%
410
337
$329K 0.01%
12,957
338
$328K 0.01%
3,510
+2,795
339
$327K 0.01%
500
340
$324K 0.01%
1,974
341
$321K 0.01%
2,455
-692
342
$315K 0.01%
7,440
343
$315K 0.01%
4,000
344
$314K 0.01%
3,584
+35
345
$312K 0.01%
4,000
346
$312K 0.01%
4,409
-1,000
347
$310K 0.01%
9,474
-2,096
348
$309K 0.01%
5,230
+1,530
349
$308K 0.01%
17,250
+12,375
350
$307K 0.01%
10,504
+1,414
12 13
14
15 16