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
$2.22B
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
26
$30.1M 1.36%
315,688
+23,000
27
$28.7M 1.29%
909,305
+22,811
28
$28.5M 1.29%
295,019
+4,283
29
$28.2M 1.27%
190,187
+31,096
30
$26.4M 1.19%
204,637
+7,799
31
$26.3M 1.19%
586,102
+35,128
32
$25.5M 1.15%
430,778
+14,771
33
$25.5M 1.15%
306,984
-2,661
34
$24.9M 1.13%
1,233,880
-68,400
35
$22.4M 1.01%
246,140
+5,431
36
$20.4M 0.92%
339,260
+10,171
37
$20.4M 0.92%
248,635
-22,808
38
$20.3M 0.92%
261,025
-2,515
39
$20.2M 0.91%
209,608
+6,653
40
$19.7M 0.89%
145,408
+3,118
41
$19.4M 0.88%
1,840,568
-61,500
42
$17.3M 0.78%
56,929
+27,126
43
$17.1M 0.77%
176,970
-5,215
44
$16.7M 0.75%
146,553
+12,147
45
$16.5M 0.75%
124,907
-5,564
46
$16.2M 0.73%
+732,410
47
$15.3M 0.69%
411,575
-3,000
48
$15M 0.68%
236,881
+32,763
49
$14.8M 0.67%
168,112
-68,565
50
$14.3M 0.64%
69,333
-1,952
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2
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