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
26
$43.9M 1.5%
1,314,832
+78,813
27
$41.2M 1.41%
220,882
+15,473
28
$40M 1.37%
502,604
+1,413
29
$39M 1.33%
58,080
+2,922
30
$37.5M 1.28%
309,132
+7,390
31
$37.4M 1.28%
656,176
+41,724
32
$36M 1.23%
127,720
+15,766
33
$33.2M 1.13%
263,109
+14,983
34
$32M 1.09%
713,086
-11,260
35
$30.2M 1.03%
173,278
+6,290
36
$28.5M 0.97%
617,534
+74,493
37
$27.7M 0.95%
405,555
+34,659
38
$27.7M 0.95%
1,240,365
+47,219
39
$27.4M 0.94%
101,185
+28,085
40
$27M 0.92%
129,346
+3,458
41
$25.9M 0.88%
385,790
+25,574
42
$25.3M 0.87%
260,066
+72,169
43
$24.8M 0.85%
196,194
+34,860
44
$20.9M 0.71%
252,191
+42,152
45
$17.6M 0.6%
361,980
+15,554
46
$17.5M 0.6%
261,607
+15,627
47
$17.1M 0.58%
342,987
+111,282
48
$16.5M 0.56%
383,295
+42,189
49
$16.2M 0.55%
148,645
+47,023
50
$15.7M 0.54%
115,314
+489
1
2
3 4 5