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
101
$4.37M 0.2%
58,764
+914
102
$4.33M 0.2%
47,158
+2,584
103
$4.09M 0.18%
39,066
-236
104
$3.97M 0.18%
109,592
-12,072
105
$3.89M 0.18%
19
-1
106
$3.88M 0.18%
63,713
-11,306
107
$3.86M 0.17%
62,894
-2,637
108
$3.64M 0.16%
45,413
-850
109
$3.62M 0.16%
92,357
-1,779
110
$3.62M 0.16%
38,036
+1,133
111
$3.54M 0.16%
106,256
-120
112
$3.52M 0.16%
36,824
-200
113
$3.35M 0.15%
122,380
+7,400
114
$3.24M 0.15%
77,399
+24,209
115
$3.01M 0.14%
96,728
-1,492
116
$2.98M 0.13%
25,730
+1,182
117
$2.94M 0.13%
38,172
-2,193
118
$2.94M 0.13%
199,990
119
$2.85M 0.13%
25,169
+1,621
120
$2.68M 0.12%
46,642
+3,261
121
$2.54M 0.11%
44,394
-1,640
122
$2.48M 0.11%
53,236
-10,638
123
$2.46M 0.11%
33,432
124
$2.36M 0.11%
6,903
+218
125
$2.33M 0.11%
27,202
+5,464
3 4
5
6 7