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
676
$39K ﹤0.01%
3,213
677
$39K ﹤0.01%
1,991
+1,479
678
$39K ﹤0.01%
1,315
+1,103
679
$39K ﹤0.01%
698
680
$39K ﹤0.01%
301
+77
681
$38K ﹤0.01%
552
682
$38K ﹤0.01%
3,105
+2,697
683
$38K ﹤0.01%
906
+106
684
$38K ﹤0.01%
658
685
$37K ﹤0.01%
1,700
686
$37K ﹤0.01%
805
687
$36K ﹤0.01%
+954
688
$36K ﹤0.01%
300
689
$36K ﹤0.01%
400
690
$36K ﹤0.01%
+330
691
$36K ﹤0.01%
2,500
692
$36K ﹤0.01%
1,700
693
$36K ﹤0.01%
3,677
694
$36K ﹤0.01%
610
-125
695
$36K ﹤0.01%
355
696
$35K ﹤0.01%
1,955
-2,345
697
$35K ﹤0.01%
853
+704
698
$34K ﹤0.01%
2,500
699
$34K ﹤0.01%
4,528
700
$34K ﹤0.01%
610
26 27
28
29 30