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
151
$1.74M 0.06%
32,880
+11,628
152
$1.71M 0.06%
27,047
+15,369
153
$1.68M 0.06%
15,968
+1,914
154
$1.66M 0.06%
26,375
-1,880
155
$1.65M 0.06%
40,600
156
$1.65M 0.06%
12,207
+201
157
$1.6M 0.05%
31,766
158
$1.6M 0.05%
70,125
-5,955
159
$1.59M 0.05%
32,742
160
$1.57M 0.05%
23,070
+7,090
161
$1.55M 0.05%
22,126
+5,114
162
$1.55M 0.05%
31,749
+7,154
163
$1.49M 0.05%
20,353
+12,400
164
$1.49M 0.05%
19,528
+2,746
165
$1.48M 0.05%
18,619
-986
166
$1.45M 0.05%
24,549
-201
167
$1.41M 0.05%
26,746
+806
168
$1.37M 0.05%
20,461
+12,392
169
$1.37M 0.05%
74,895
-1,365
170
$1.35M 0.05%
+12,200
171
$1.35M 0.05%
17,603
+2,852
172
$1.34M 0.05%
23,917
+1,680
173
$1.34M 0.05%
18,234
-441
174
$1.33M 0.05%
12,555
+435
175
$1.31M 0.04%
18,914
+4,904
5 6
7
8 9