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
601
$61K ﹤0.01%
1,250
602
$61K ﹤0.01%
1,232
-9,172
603
$61K ﹤0.01%
900
604
$60K ﹤0.01%
1,415
605
$60K ﹤0.01%
1,161
606
$59K ﹤0.01%
1,794
-173
607
$59K ﹤0.01%
1,760
608
$59K ﹤0.01%
1,708
-1,522
609
$59K ﹤0.01%
525
-95
610
$59K ﹤0.01%
903
+98
611
$58K ﹤0.01%
2,700
-4,035
612
$58K ﹤0.01%
1,186
613
$58K ﹤0.01%
1,600
614
$57K ﹤0.01%
1,453
+1,213
615
$57K ﹤0.01%
935
616
$57K ﹤0.01%
2,044
-4,088
617
$56K ﹤0.01%
1,546
+1,208
618
$56K ﹤0.01%
351
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619
$56K ﹤0.01%
1,800
+1,500
620
$56K ﹤0.01%
4,000
621
$55K ﹤0.01%
2,000
622
$54K ﹤0.01%
83
623
$54K ﹤0.01%
916
+101
624
$54K ﹤0.01%
681
625
$53K ﹤0.01%
1,250
-547
23 24
25
26 27