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
$2.93B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.03M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$6.68M
5
PFE icon
Pfizer
PFE
+$6.48M

Top Sells

1
+$11.1M
2
+$7.27M
3
+$3.84M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.7M
5
IP icon
International Paper
IP
+$599K

Sector Composition

1 Technology 18.68%
2 Consumer Discretionary 16.43%
3 Financials 15.53%
4 Healthcare 11.01%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.5M 0.22%
52,250
-973
77
$6.49M 0.22%
69,465
+61,120
78
$6.01M 0.21%
136,495
-465
79
$5.86M 0.2%
34,675
-100
80
$5.71M 0.2%
107,550
-9,050
81
$5.7M 0.19%
113,284
+57,173
82
$5.62M 0.19%
203,110
+12,370
83
$5.52M 0.19%
35,477
-1,073
84
$5.51M 0.19%
39,788
-90
85
$5.34M 0.18%
106,843
-731
86
$5.2M 0.18%
33,178
+6,358
87
$5.2M 0.18%
79,697
+12,814
88
$5.15M 0.18%
52,729
+305
89
$4.82M 0.16%
50,479
+146
90
$4.62M 0.16%
25,028
+7,500
91
$4.62M 0.16%
190,420
+44,114
92
$4.53M 0.15%
103,242
+9,901
93
$4.35M 0.15%
32,740
+996
94
$4.32M 0.15%
83,348
+33,518
95
$4.16M 0.14%
78,263
-1,839
96
$4.07M 0.14%
24,853
+6,310
97
$4.05M 0.14%
30,301
+5,087
98
$3.88M 0.13%
+73,969
99
$3.79M 0.13%
46,982
+216
100
$3.73M 0.13%
135,000
+50,000
2 3
4
5 6