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
551
$83K ﹤0.01%
1,475
-663
552
$82K ﹤0.01%
1,500
553
$82K ﹤0.01%
7,552
-96
554
$82K ﹤0.01%
594
-215
555
$81K ﹤0.01%
3,570
556
$80K ﹤0.01%
+3,689
557
$79K ﹤0.01%
2,080
558
$79K ﹤0.01%
700
-36
559
$79K ﹤0.01%
583
-44
560
$79K ﹤0.01%
700
-237
561
$78K ﹤0.01%
+950
562
$78K ﹤0.01%
1,039
563
$78K ﹤0.01%
5,000
564
$77K ﹤0.01%
1,327
565
$76K ﹤0.01%
1,644
566
$75K ﹤0.01%
1,028
+604
567
$74K ﹤0.01%
1,716
+710
568
$74K ﹤0.01%
1,748
-5,400
569
$74K ﹤0.01%
21,300
570
$74K ﹤0.01%
3,000
571
$74K ﹤0.01%
5,450
572
$72K ﹤0.01%
1,070
-100
573
$72K ﹤0.01%
900
574
$72K ﹤0.01%
673
+580
575
$72K ﹤0.01%
3,438
+2,742
21 22
23
24 25