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
376
$217K 0.01%
4,161
-695
377
$216K 0.01%
+4,566
378
$215K 0.01%
+2,826
379
$214K 0.01%
1,525
-3,134
380
$213K 0.01%
+5,110
381
$213K 0.01%
+1,939
382
$212K 0.01%
+3,357
383
$212K 0.01%
10,426
384
$211K 0.01%
+686
385
$211K 0.01%
+2,525
386
$211K 0.01%
10,112
-1,500
387
$209K 0.01%
+2,700
388
$208K 0.01%
+8,758
389
$208K 0.01%
4,316
390
$206K 0.01%
+1,333
391
$203K 0.01%
+2,299
392
$200K 0.01%
+5,980
393
$200K 0.01%
+730
394
$181K 0.01%
24,000
+8,000
395
$176K 0.01%
16,097
+1,200
396
$160K 0.01%
12,306
397
$156K 0.01%
+10,700
398
$156K 0.01%
10,000
399
$106K ﹤0.01%
+19,508
400
$70K ﹤0.01%
+27,000
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