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
651
$46K ﹤0.01%
800
652
$46K ﹤0.01%
182
653
$46K ﹤0.01%
5,700
654
$46K ﹤0.01%
597
+167
655
$45K ﹤0.01%
2,498
+2,090
656
$45K ﹤0.01%
1,421
+1,183
657
$45K ﹤0.01%
1,186
658
$45K ﹤0.01%
354
+54
659
$45K ﹤0.01%
2,212
+1,855
660
$45K ﹤0.01%
3,570
661
$45K ﹤0.01%
892
+625
662
$44K ﹤0.01%
1,700
663
$44K ﹤0.01%
6,000
664
$43K ﹤0.01%
500
665
$43K ﹤0.01%
700
666
$43K ﹤0.01%
1,273
-689
667
$42K ﹤0.01%
1,075
668
$41K ﹤0.01%
1,403
+1,174
669
$40K ﹤0.01%
1,000
670
$40K ﹤0.01%
2,000
671
$40K ﹤0.01%
3,000
672
$40K ﹤0.01%
1,468
673
$40K ﹤0.01%
1,500
674
$40K ﹤0.01%
+4,066
675
$39K ﹤0.01%
395
25 26
27
28 29