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
876
$12K ﹤0.01%
+160
877
$12K ﹤0.01%
+282
878
$11K ﹤0.01%
+704
879
$11K ﹤0.01%
+406
880
$11K ﹤0.01%
+892
881
$11K ﹤0.01%
463
+387
882
$11K ﹤0.01%
+197
883
$11K ﹤0.01%
+217
884
$11K ﹤0.01%
25
885
$11K ﹤0.01%
+339
886
$11K ﹤0.01%
+672
887
$11K ﹤0.01%
200
-240
888
$11K ﹤0.01%
+607
889
$11K ﹤0.01%
+751
890
$10K ﹤0.01%
+367
891
$10K ﹤0.01%
+124
892
$10K ﹤0.01%
325
893
$10K ﹤0.01%
+290
894
$10K ﹤0.01%
+404
895
$10K ﹤0.01%
+430
896
$10K ﹤0.01%
+390
897
$10K ﹤0.01%
+293
898
$10K ﹤0.01%
255
899
$10K ﹤0.01%
+345
900
$10K ﹤0.01%
+455
34 35
36
37 38