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
1101
– –
-398
1102
– –
-261
1103
$0 ﹤0.01%
15
1104
– –
-258
1105
– –
-1,000
1106
– –
-25
1107
– –
-170
1108
– –
-9
1109
$0 ﹤0.01%
5
1110
– –
-25
1111
$0 ﹤0.01%
65
+26
1112
– –
-777
1113
$0 ﹤0.01%
4
1114
$0 ﹤0.01%
500
1115
$0 ﹤0.01%
200
1116
– –
-1,000
1117
– –
-1,035
1118
– –
-6,668
1119
– –
-130
1120
– –
-2,460
1121
– –
-11
1122
– –
-1,000
1123
– –
-55
1124
– –
-1,274
1125
$0 ﹤0.01%
375
42 43 44
45
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