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
126
$2.23M 0.1%
26,788
-3,886
127
$2.2M 0.1%
51,692
+6,752
128
$2.19M 0.1%
65,347
-10,851
129
$2.15M 0.1%
10,126
-514
130
$2.14M 0.1%
18,425
-61,803
131
$2.13M 0.1%
26,497
-50
132
$2.07M 0.09%
87,513
-13,194
133
$2.06M 0.09%
21,242
-1,014
134
$2.05M 0.09%
15,796
+2,043
135
$2.02M 0.09%
17,860
+7,430
136
$1.98M 0.09%
19,143
-1,288
137
$1.96M 0.09%
40,010
-1,787
138
$1.96M 0.09%
40,346
139
$1.95M 0.09%
37,370
140
$1.92M 0.09%
27,569
+99
141
$1.92M 0.09%
33,168
-2,088
142
$1.89M 0.09%
17,750
-620
143
$1.85M 0.08%
42,570
-1,180
144
$1.85M 0.08%
4,585
-34
145
$1.84M 0.08%
127,376
+4,224
146
$1.8M 0.08%
5,207
+763
147
$1.79M 0.08%
36,490
+1,287
148
$1.74M 0.08%
64,746
-10,956
149
$1.74M 0.08%
70,908
-1,524
150
$1.73M 0.08%
12,222
4 5
6
7 8