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
376
$270K 0.01%
6,062
377
$270K 0.01%
4,907
378
$266K 0.01%
5,000
-40
379
$266K 0.01%
5,800
380
$263K 0.01%
4,064
-183
381
$263K 0.01%
7,851
-326
382
$263K 0.01%
14,610
383
$256K 0.01%
+9,000
384
$250K 0.01%
2,232
+249
385
$250K 0.01%
15,450
386
$248K 0.01%
20,550
+1,800
387
$248K 0.01%
5,998
388
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389
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7,317
-21
390
$242K 0.01%
4,647
-546
391
$240K 0.01%
1,950
392
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10,146
-3,654
393
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8,000
394
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395
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4,100
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396
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397
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10,426
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398
$227K 0.01%
12,075
-50
399
$227K 0.01%
10,000
400
$223K 0.01%
3,067
+1,278
14 15
16
17 18