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
451
$166K 0.01%
1,985
-67
452
$164K 0.01%
2,314
-1,050
453
$164K 0.01%
1,800
454
$163K 0.01%
2,113
+100
455
$163K 0.01%
1,670
+370
456
$162K 0.01%
+2,000
457
$162K 0.01%
1,975
458
$161K 0.01%
10,000
-1,100
459
$161K 0.01%
1,571
+427
460
$161K 0.01%
4,700
461
$158K 0.01%
1,961
462
$156K 0.01%
2,200
463
$155K 0.01%
3,138
-32
464
$153K 0.01%
+4,500
465
$152K 0.01%
+69
466
$151K 0.01%
3,536
-645
467
$150K 0.01%
2,985
468
$150K 0.01%
3,471
+146
469
$149K 0.01%
5,000
470
$148K 0.01%
2,373
-15
471
$148K 0.01%
1,468
472
$147K 0.01%
1,920
473
$146K 0.01%
3,406
+173
474
$144K 0.01%
1,049
475
$144K 0.01%
3,595
17 18
19
20 21