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
426
$192K 0.01%
3,500
-3,500
427
$192K 0.01%
6,750
-1,000
428
$191K 0.01%
+4,325
429
$188K 0.01%
3,200
430
$187K 0.01%
10,584
431
$187K 0.01%
1,100
432
$185K 0.01%
4,449
+449
433
$182K 0.01%
24,458
-1,362
434
$181K 0.01%
4,036
435
$179K 0.01%
13,113
-7,407
436
$178K 0.01%
10,000
437
$178K 0.01%
8,850
438
$177K 0.01%
3,060
+234
439
$176K 0.01%
4,900
440
$175K 0.01%
1,750
441
$174K 0.01%
2,500
442
$172K 0.01%
19,500
443
$172K 0.01%
15,018
444
$172K 0.01%
10,308
+2,346
445
$171K 0.01%
3,060
446
$170K 0.01%
4,426
-141
447
$169K 0.01%
12,519
448
$169K 0.01%
1,351
449
$169K 0.01%
1,478
+333
450
$167K 0.01%
3,200
16 17
18
19 20