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
176
$1.25M 0.06%
13,084
+1,721
177
$1.24M 0.06%
10,748
+4,089
178
$1.24M 0.06%
26,015
+7,050
179
$1.24M 0.06%
34,244
+229
180
$1.23M 0.06%
20,477
+202
181
$1.19M 0.05%
22,211
182
$1.19M 0.05%
12,460
-2,221
183
$1.17M 0.05%
77,550
184
$1.16M 0.05%
8,681
-500
185
$1.15M 0.05%
16,800
-700
186
$1.13M 0.05%
16,835
+4,723
187
$1.13M 0.05%
51,940
+13,420
188
$1.12M 0.05%
14,360
189
$1.12M 0.05%
10,510
+1,821
190
$1.11M 0.05%
22,985
+2,666
191
$1.11M 0.05%
16,628
+794
192
$1.07M 0.05%
24,045
-1,865
193
$1.07M 0.05%
15,500
194
$1.07M 0.05%
13,802
-3,047
195
$1.05M 0.05%
14,883
-589
196
$1.03M 0.05%
5,157
-55,025
197
$1.01M 0.05%
44,677
+5,392
198
$1.01M 0.05%
91,900
199
$985K 0.04%
9,543
200
$979K 0.04%
1,918
+533
6 7
8
9 10