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
626
$53K ﹤0.01%
1,667
627
$53K ﹤0.01%
820
-348
628
$52K ﹤0.01%
2,500
-25,000
629
$52K ﹤0.01%
637
630
$52K ﹤0.01%
937
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631
$51K ﹤0.01%
315
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632
$51K ﹤0.01%
443
633
$51K ﹤0.01%
335
-580
634
$50K ﹤0.01%
1,028
635
$50K ﹤0.01%
896
636
$49K ﹤0.01%
947
637
$49K ﹤0.01%
2,173
-7,024
638
$49K ﹤0.01%
5,377
+4,528
639
$49K ﹤0.01%
1,135
640
$49K ﹤0.01%
2,000
641
$48K ﹤0.01%
816
642
$48K ﹤0.01%
410
643
$48K ﹤0.01%
777
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644
$48K ﹤0.01%
894
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$48K ﹤0.01%
1,079
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646
$48K ﹤0.01%
1,016
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647
$48K ﹤0.01%
2,000
648
$47K ﹤0.01%
600
-100
649
$47K ﹤0.01%
540
+20
650
$47K ﹤0.01%
300
24 25
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