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
151
$1.73M 0.08%
54,900
-15,300
152
$1.72M 0.08%
60,300
-24,864
153
$1.68M 0.08%
22,762
-8,616
154
$1.68M 0.08%
10,928
-5,774
155
$1.62M 0.07%
28,433
+758
156
$1.61M 0.07%
14,850
+300
157
$1.58M 0.07%
17,733
+4,963
158
$1.57M 0.07%
32,453
+2,038
159
$1.55M 0.07%
28,977
+9,357
160
$1.53M 0.07%
8,273
+41
161
$1.46M 0.07%
23,000
162
$1.45M 0.07%
51,515
-7,687
163
$1.45M 0.07%
32,790
+788
164
$1.45M 0.07%
+22,000
165
$1.43M 0.06%
21,823
+999
166
$1.41M 0.06%
16,498
+6,433
167
$1.38M 0.06%
85,294
+44,964
168
$1.38M 0.06%
33,592
+12,100
169
$1.35M 0.06%
15,959
170
$1.33M 0.06%
16,365
-210
171
$1.33M 0.06%
9,608
172
$1.31M 0.06%
13,567
-906
173
$1.29M 0.06%
17,129
+3,580
174
$1.29M 0.06%
32,415
-2,331
175
$1.25M 0.06%
14,830
-1,245
5 6
7
8 9