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
$2.93B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.03M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$6.68M
5
PFE icon
Pfizer
PFE
+$6.48M

Top Sells

1
+$11.1M
2
+$7.27M
3
+$3.84M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.7M
5
IP icon
International Paper
IP
+$599K

Sector Composition

1 Technology 18.68%
2 Consumer Discretionary 16.43%
3 Financials 15.53%
4 Healthcare 11.01%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.63M 0.12%
26,622
-56
102
$3.63M 0.12%
+62,188
103
$3.62M 0.12%
63,775
+1,528
104
$3.54M 0.12%
51,176
-364
105
$3.51M 0.12%
54,102
-178
106
$3.42M 0.12%
24,763
+59
107
$3.38M 0.12%
12
108
$3.3M 0.11%
38,561
+8,246
109
$3.27M 0.11%
77,450
+11,259
110
$3.2M 0.11%
20,301
-39
111
$3.08M 0.11%
35,259
+737
112
$3.06M 0.1%
21,771
+142
113
$2.92M 0.1%
41,279
+5,428
114
$2.81M 0.1%
11,261
115
$2.74M 0.09%
21,950
116
$2.72M 0.09%
63,236
+332
117
$2.64M 0.09%
47,809
-5,284
118
$2.64M 0.09%
21,587
+1,041
119
$2.62M 0.09%
60,358
+16,075
120
$2.55M 0.09%
4,412
-48
121
$2.45M 0.08%
54,093
+2,019
122
$2.44M 0.08%
26,181
-1,270
123
$2.43M 0.08%
21,633
-562
124
$2.41M 0.08%
57,644
+4,080
125
$2.33M 0.08%
34,045
-55
3 4
5
6 7