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
351
$306K 0.01%
7,643
-300
352
$299K 0.01%
5,490
353
$299K 0.01%
6,272
+622
354
$297K 0.01%
1,326
355
$297K 0.01%
6,049
-77
356
$297K 0.01%
10,069
357
$297K 0.01%
5,400
358
$294K 0.01%
8,565
+4,975
359
$294K 0.01%
7,365
360
$294K 0.01%
7,397
361
$290K 0.01%
3,944
+828
362
$288K 0.01%
13,425
-2,079
363
$287K 0.01%
6,738
+3,102
364
$286K 0.01%
247
-2
365
$285K 0.01%
4,505
+283
366
$285K 0.01%
5,911
-1,175
367
$283K 0.01%
6,521
368
$281K 0.01%
2,549
+432
369
$280K 0.01%
5,027
-900
370
$279K 0.01%
4,143
+79
371
$275K 0.01%
7,801
+301
372
$274K 0.01%
1,525
+410
373
$273K 0.01%
15,325
+3,100
374
$273K 0.01%
4,000
375
$271K 0.01%
26,775
13 14
15
16 17