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
501
$114K 0.01%
823
502
$113K 0.01%
3,510
503
$113K 0.01%
4,346
+3,027
504
$109K ﹤0.01%
7,064
+651
505
$108K ﹤0.01%
1,755
506
$108K ﹤0.01%
2,709
+1,776
507
$108K ﹤0.01%
1,950
508
$107K ﹤0.01%
3,273
+273
509
$107K ﹤0.01%
1,400
510
$105K ﹤0.01%
1,309
-291
511
$105K ﹤0.01%
+3,000
512
$104K ﹤0.01%
4,000
513
$103K ﹤0.01%
3,800
514
$103K ﹤0.01%
2,669
515
$101K ﹤0.01%
1,925
516
$101K ﹤0.01%
1,000
517
$101K ﹤0.01%
3,154
+346
518
$100K ﹤0.01%
2,000
519
$98K ﹤0.01%
700
520
$98K ﹤0.01%
2,265
521
$97K ﹤0.01%
+4,140
522
$97K ﹤0.01%
2,992
-710
523
$97K ﹤0.01%
5,184
524
$96K ﹤0.01%
1,667
525
$96K ﹤0.01%
+7,500
19 20
21
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