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
401
$221K 0.01%
3,695
-5,000
402
$219K 0.01%
4,960
403
$219K 0.01%
3,258
+2,800
404
$218K 0.01%
920
-125
405
$218K 0.01%
2,446
+101
406
$215K 0.01%
3,997
+3,470
407
$213K 0.01%
10,731
-574
408
$213K 0.01%
13,779
409
$211K 0.01%
+9,900
410
$210K 0.01%
3,259
411
$210K 0.01%
6,812
+6,068
412
$209K 0.01%
4,449
+233
413
$207K 0.01%
3,000
414
$207K 0.01%
1,175
415
$207K 0.01%
4,464
416
$203K 0.01%
17,760
417
$203K 0.01%
11,255
418
$200K 0.01%
3,692
+218
419
$198K 0.01%
3,816
+946
420
$198K 0.01%
1,595
421
$198K 0.01%
3,615
+935
422
$196K 0.01%
2,404
-50
423
$194K 0.01%
5,400
+2,000
424
$193K 0.01%
6,488
-2,082
425
$192K 0.01%
14,500
15 16
17
18 19