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
1001
$3K ﹤0.01%
56
1002
$3K ﹤0.01%
500
1003
$3K ﹤0.01%
+56
1004
$3K ﹤0.01%
+83
1005
$3K ﹤0.01%
+104
1006
$3K ﹤0.01%
230
1007
$3K ﹤0.01%
25
1008
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+30
1009
$3K ﹤0.01%
45
1010
$3K ﹤0.01%
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1011
$3K ﹤0.01%
+155
1012
$3K ﹤0.01%
75
-33
1013
$3K ﹤0.01%
15
1014
$3K ﹤0.01%
50
-84
1015
$3K ﹤0.01%
22
-61
1016
$2K ﹤0.01%
74
-217
1017
$2K ﹤0.01%
150
1018
$2K ﹤0.01%
+101
1019
$2K ﹤0.01%
+86
1020
$2K ﹤0.01%
100
1021
$2K ﹤0.01%
50
1022
$2K ﹤0.01%
+69
1023
$2K ﹤0.01%
+50
1024
$2K ﹤0.01%
+47
1025
$2K ﹤0.01%
1,144
39 40
41
42 43