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
326
$303K 0.01%
4,863
-1,132
327
$300K 0.01%
3,831
-160
328
$297K 0.01%
15,616
-2,544
329
$295K 0.01%
+2,000
330
$293K 0.01%
8,975
331
$293K 0.01%
5,408
+505
332
$290K 0.01%
5,400
333
$288K 0.01%
+12,700
334
$288K 0.01%
+10,482
335
$286K 0.01%
4,000
-125
336
$285K 0.01%
3,420
-1,070
337
$284K 0.01%
1,896
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338
$283K 0.01%
+2,686
339
$283K 0.01%
+3,600
340
$282K 0.01%
+10,513
341
$276K 0.01%
5,214
-500
342
$275K 0.01%
1,967
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343
$272K 0.01%
+3,025
344
$271K 0.01%
+3,800
345
$271K 0.01%
2,349
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346
$270K 0.01%
14,443
+570
347
$269K 0.01%
25,000
348
$264K 0.01%
14,757
-4,084
349
$264K 0.01%
1,293
-105
350
$264K 0.01%
3,600
12 13
14
15 16