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
826
$17K ﹤0.01%
3,925
827
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800
828
$16K ﹤0.01%
800
-800
829
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145
830
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284
831
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305
832
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776
833
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834
$15K ﹤0.01%
469
835
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836
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410
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837
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713
+53
838
$15K ﹤0.01%
354
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839
$15K ﹤0.01%
383
-1,243
840
$15K ﹤0.01%
884
+350
841
$15K ﹤0.01%
125
842
$15K ﹤0.01%
500
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$15K ﹤0.01%
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844
$14K ﹤0.01%
543
845
$14K ﹤0.01%
80
846
$14K ﹤0.01%
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847
$14K ﹤0.01%
65
-113
848
$14K ﹤0.01%
600
849
$14K ﹤0.01%
200
-1,547
850
$14K ﹤0.01%
400
32 33
34
35 36