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
126
$2.31M 0.08%
33,242
+1,135
127
$2.31M 0.08%
8,522
-936
128
$2.29M 0.08%
69,773
+11,110
129
$2.27M 0.08%
19,093
130
$2.27M 0.08%
80,527
+46,492
131
$2.27M 0.08%
13,602
-66,343
132
$2.19M 0.07%
16,525
-63
133
$2.17M 0.07%
32,657
-1,266
134
$2.16M 0.07%
75,804
+1,452
135
$2.16M 0.07%
29,276
+20,901
136
$2.14M 0.07%
27,004
+3,250
137
$2.09M 0.07%
53,715
+5,620
138
$2.08M 0.07%
27,250
+22,950
139
$2.07M 0.07%
10,156
+1,767
140
$2.06M 0.07%
21,066
-464
141
$1.94M 0.07%
6,569
-190
142
$1.93M 0.07%
9,953
+292
143
$1.9M 0.07%
13,544
+27
144
$1.9M 0.06%
10,192
145
$1.88M 0.06%
86,484
-3,132
146
$1.87M 0.06%
9,695
+54
147
$1.87M 0.06%
6,446
+2,225
148
$1.84M 0.06%
28,608
+7,295
149
$1.83M 0.06%
16,777
-33,845
150
$1.83M 0.06%
7,828
+46
4 5
6
7 8