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
751
$25K ﹤0.01%
500
752
$25K ﹤0.01%
+67
753
$25K ﹤0.01%
1,004
754
$25K ﹤0.01%
542
-627
755
$25K ﹤0.01%
680
756
$25K ﹤0.01%
334
-62
757
$25K ﹤0.01%
475
758
$24K ﹤0.01%
272
+126
759
$24K ﹤0.01%
1,014
-630
760
$24K ﹤0.01%
1,200
761
$24K ﹤0.01%
1,430
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762
$24K ﹤0.01%
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763
$24K ﹤0.01%
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764
$24K ﹤0.01%
3,363
765
$24K ﹤0.01%
260
766
$24K ﹤0.01%
638
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$24K ﹤0.01%
750
768
$23K ﹤0.01%
681
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769
$23K ﹤0.01%
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770
$23K ﹤0.01%
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771
$23K ﹤0.01%
378
-238
772
$23K ﹤0.01%
13,158
773
$22K ﹤0.01%
500
774
$22K ﹤0.01%
405
-661
775
$22K ﹤0.01%
270
29 30
31
32 33