EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
76
$6.59M 0.3%
75,277
+577
77
$6.56M 0.3%
58,372
-1,861
78
$6.5M 0.29%
213,811
+819
79
$6.49M 0.29%
69,883
-110,569
80
$6.36M 0.29%
40,940
-5,950
81
$6.32M 0.29%
93,343
+5,587
82
$6.22M 0.28%
114,530
+14,975
83
$6.07M 0.27%
98,723
-3,200
84
$6.07M 0.27%
+127,362
85
$5.99M 0.27%
91,489
-1,592
86
$5.67M 0.26%
115,527
+2,410
87
$5.63M 0.25%
56,908
-1,197
88
$5.6M 0.25%
186,655
-14,650
89
$5.53M 0.25%
144,076
-747
90
$5.25M 0.24%
42,086
-3,850
91
$5.12M 0.23%
76,480
-1,987
92
$4.94M 0.22%
77,010
+4,000
93
$4.84M 0.22%
72,644
-2,179
94
$4.83M 0.22%
39,779
-1,807
95
$4.78M 0.22%
60,120
-2,800
96
$4.76M 0.22%
117,474
-4,902
97
$4.64M 0.21%
77,972
-325
98
$4.61M 0.21%
106,232
-8,814
99
$4.6M 0.21%
83,046
-4,936
100
$4.55M 0.21%
111,346
+9,267
2 3
4
5 6