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
976
$6K ﹤0.01%
+235
977
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+47
978
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227
979
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2,000
980
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+125
981
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199
982
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333
983
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258
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985
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184
986
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+793
987
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989
$4K ﹤0.01%
88
990
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297
-503
991
$4K ﹤0.01%
1,500
992
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66
993
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200
994
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140
995
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+273
996
$4K ﹤0.01%
74
997
$3K ﹤0.01%
100
-67,457
998
$3K ﹤0.01%
1,000
999
$3K ﹤0.01%
+78
1000
$3K ﹤0.01%
50
38 39
40
41 42