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
576
$72K ﹤0.01%
7,000
+2,000
577
$71K ﹤0.01%
355
+200
578
$71K ﹤0.01%
844
579
$70K ﹤0.01%
1,230
580
$70K ﹤0.01%
3,182
581
$69K ﹤0.01%
4,575
582
$69K ﹤0.01%
575
583
$69K ﹤0.01%
2,244
584
$68K ﹤0.01%
430
585
$68K ﹤0.01%
4,122
+2,558
586
$68K ﹤0.01%
1,624
587
$68K ﹤0.01%
3,888
588
$67K ﹤0.01%
4,377
589
$67K ﹤0.01%
1,800
590
$66K ﹤0.01%
2,000
591
$65K ﹤0.01%
10,300
592
$65K ﹤0.01%
10,081
-4,500
593
$64K ﹤0.01%
1,397
594
$63K ﹤0.01%
3,547
+2,262
595
$62K ﹤0.01%
10,221
+2,134
596
$62K ﹤0.01%
1,482
-2,111
597
$62K ﹤0.01%
268
598
$61K ﹤0.01%
688
-8,732
599
$61K ﹤0.01%
+1,150
600
$61K ﹤0.01%
3,325
22 23
24
25 26