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
1076
– –
-245
1077
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1078
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-6,637
1079
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1080
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-10,444
1081
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1082
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-176,600
1083
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-10,000
1084
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1085
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1086
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1087
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-2,000
1088
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1089
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-235
1090
$0 ﹤0.01%
5
1091
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-16,776
1092
$0 ﹤0.01%
+1
1093
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-736
1094
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-17,900
1095
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-1,334
1096
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1097
– –
-1,173
1098
$0 ﹤0.01%
2
1099
$0 ﹤0.01%
1
1100
– –
-700
42 43
44
45 46