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
851
$14K ﹤0.01%
265
+46
852
$13K ﹤0.01%
400
853
$13K ﹤0.01%
+200
854
$13K ﹤0.01%
127
855
$13K ﹤0.01%
377
-462
856
$13K ﹤0.01%
194
857
$13K ﹤0.01%
100
-35
858
$13K ﹤0.01%
362
859
$13K ﹤0.01%
133
+33
860
$13K ﹤0.01%
3
861
$13K ﹤0.01%
+796
862
$13K ﹤0.01%
500
863
$12K ﹤0.01%
300
864
$12K ﹤0.01%
+552
865
$12K ﹤0.01%
464
+84
866
$12K ﹤0.01%
+1,551
867
$12K ﹤0.01%
250
868
$12K ﹤0.01%
200
-127
869
$12K ﹤0.01%
179
870
$12K ﹤0.01%
+1,077
871
$12K ﹤0.01%
+223
872
$12K ﹤0.01%
75
-20
873
$12K ﹤0.01%
47
874
$12K ﹤0.01%
1,400
875
$12K ﹤0.01%
+730
33 34
35
36 37