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 16.27%
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
$0 ﹤0.01%
15
1102
– –
-1,000
1103
– –
-25
1104
– –
-170
1105
– –
-9
1106
$0 ﹤0.01%
5
1107
– –
-25
1108
$0 ﹤0.01%
65
+26
1109
– –
-777
1110
$0 ﹤0.01%
4
1111
$0 ﹤0.01%
500
1112
$0 ﹤0.01%
200
1113
– –
-1,000
1114
– –
-1,035
1115
– –
-6,668
1116
– –
-130
1117
– –
-2,460
1118
– –
-980
1119
– –
-11
1120
– –
-1,000
1121
– –
-55
1122
– –
-1,274
1123
– –
0
1124
– –
-736
1125
– –
-300
42 43 44
45
46