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
526
$95K ﹤0.01%
762
+675
527
$95K ﹤0.01%
1,225
-1,162
528
$95K ﹤0.01%
7,650
529
$95K ﹤0.01%
2,125
530
$94K ﹤0.01%
1,341
531
$94K ﹤0.01%
1,884
-626
532
$93K ﹤0.01%
2,480
533
$93K ﹤0.01%
1,713
+179
534
$93K ﹤0.01%
3,638
-596
535
$93K ﹤0.01%
1,750
-88
536
$92K ﹤0.01%
1,900
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537
$92K ﹤0.01%
2,500
538
$92K ﹤0.01%
3,000
539
$91K ﹤0.01%
1,527
540
$90K ﹤0.01%
1,624
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541
$90K ﹤0.01%
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542
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1,450
543
$89K ﹤0.01%
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544
$89K ﹤0.01%
22,000
545
$88K ﹤0.01%
2,245
-200
546
$86K ﹤0.01%
4,500
547
$86K ﹤0.01%
4,580
-400
548
$85K ﹤0.01%
1,000
549
$84K ﹤0.01%
1,000
550
$84K ﹤0.01%
1,900
20 21
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