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
$2.93B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.03M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$6.68M
5
PFE icon
Pfizer
PFE
+$6.48M

Top Sells

1
+$11.1M
2
+$7.27M
3
+$3.84M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.7M
5
IP icon
International Paper
IP
+$599K

Sector Composition

1 Technology 18.68%
2 Consumer Discretionary 16.43%
3 Financials 15.53%
4 Healthcare 11.01%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.5M 0.53%
56,793
+13,686
52
$13.7M 0.47%
174,699
+87,258
53
$13.1M 0.45%
381,975
+188,256
54
$13.1M 0.45%
126,143
+14,769
55
$11.8M 0.4%
230,237
+16,655
56
$11.7M 0.4%
53,650
-2,663
57
$11.3M 0.39%
93,359
-31,654
58
$10.8M 0.37%
450,020
+35,398
59
$10.4M 0.36%
72,455
+4,108
60
$9.52M 0.33%
90,856
+13,145
61
$9.48M 0.32%
62,384
+1,159
62
$9.1M 0.31%
98,186
+705
63
$9.06M 0.31%
63,954
+1,838
64
$8.81M 0.3%
65,694
+1,487
65
$8.63M 0.29%
148,946
+11,868
66
$8.35M 0.29%
23,505
+2,100
67
$7.95M 0.27%
74,845
+625
68
$7.51M 0.26%
56,319
-777
69
$7.31M 0.25%
119,862
+1,169
70
$7.26M 0.25%
130,982
+7,418
71
$6.67M 0.23%
93,019
+1,473
72
$6.65M 0.23%
120,165
+7,400
73
$6.64M 0.23%
77,792
+53,840
74
$6.57M 0.22%
84,189
+18,777
75
$6.54M 0.22%
55,105
+1,050
1 2
3
4 5