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
476
$142K 0.01%
793
-309
477
$141K 0.01%
5,000
+1,000
478
$140K 0.01%
4,000
479
$139K 0.01%
2,673
-248
480
$138K 0.01%
1,350
481
$138K 0.01%
6,338
-471
482
$137K 0.01%
3,018
483
$136K 0.01%
3,600
484
$135K 0.01%
1,380
485
$133K 0.01%
3,400
-1,330
486
$131K 0.01%
1,753
487
$131K 0.01%
3,221
488
$130K 0.01%
1,952
489
$128K 0.01%
1,888
490
$127K 0.01%
8,066
491
$127K 0.01%
527
492
$126K 0.01%
1,600
493
$125K 0.01%
1,896
494
$124K 0.01%
2,755
+2,035
495
$123K 0.01%
1,200
496
$122K 0.01%
1,000
497
$121K 0.01%
3,848
498
$119K 0.01%
+2,400
499
$117K 0.01%
8,500
500
$114K 0.01%
1,500
18 19
20
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