EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$13.5M 0.61%
449,610
-1,240
52
$13.3M 0.6%
253,064
-8,620
53
$12.4M 0.56%
316,309
54
$11.8M 0.53%
128,151
+519
55
$11.5M 0.52%
418,142
-8,890
56
$11.3M 0.51%
121,259
+3,306
57
$11.1M 0.5%
338,810
-5,177
58
$10.9M 0.49%
135,857
+2,493
59
$10.9M 0.49%
195,044
+3,060
60
$10.4M 0.47%
262,765
+2,583
61
$10.3M 0.46%
188,712
+26,452
62
$9.96M 0.45%
78,184
-1,302
63
$9.28M 0.42%
165,038
-3,156
64
$9.18M 0.41%
597,089
+67,050
65
$8.77M 0.4%
170,208
+147,647
66
$8.11M 0.37%
201,484
-5,342
67
$7.77M 0.35%
28,451
+560
68
$7.59M 0.34%
97,038
-1,516
69
$7.48M 0.34%
283,441
+15,114
70
$7.27M 0.33%
115,974
-3,812
71
$7.13M 0.32%
224,274
-21,068
72
$7.13M 0.32%
61,420
+4,275
73
$6.78M 0.31%
254,977
+14,555
74
$6.73M 0.3%
100,070
-974
75
$6.69M 0.3%
32,278
+1,465
1 2
3
4 5