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
726
$29K ﹤0.01%
2,000
727
$28K ﹤0.01%
800
-142
728
$28K ﹤0.01%
185
729
$28K ﹤0.01%
165
730
$28K ﹤0.01%
790
731
$27K ﹤0.01%
544
732
$27K ﹤0.01%
526
733
$27K ﹤0.01%
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734
$27K ﹤0.01%
1,200
735
$27K ﹤0.01%
687
736
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600
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$27K ﹤0.01%
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739
$27K ﹤0.01%
1,000
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$27K ﹤0.01%
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741
$26K ﹤0.01%
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$26K ﹤0.01%
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743
$26K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
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$25K ﹤0.01%
394
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749
$25K ﹤0.01%
545
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750
$25K ﹤0.01%
227
28 29
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