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
351
$263K 0.01%
+2,500
352
$255K 0.01%
+1,500
353
$253K 0.01%
42,600
+3,000
354
$252K 0.01%
+6,200
355
$251K 0.01%
2,507
356
$250K 0.01%
10,988
357
$248K 0.01%
14,000
358
$247K 0.01%
+4,334
359
$245K 0.01%
+9,025
360
$237K 0.01%
2,055
-780
361
$237K 0.01%
2,548
362
$235K 0.01%
2,260
+70
363
$233K 0.01%
4,436
-230
364
$231K 0.01%
+4,826
365
$231K 0.01%
4,072
366
$230K 0.01%
+20,000
367
$230K 0.01%
+4,045
368
$229K 0.01%
+5,254
369
$228K 0.01%
+7,234
370
$226K 0.01%
2,795
-666
371
$226K 0.01%
118,585
372
$225K 0.01%
3,700
373
$225K 0.01%
+4,375
374
$219K 0.01%
10,000
375
$218K 0.01%
+3,129
13 14
15
16 17