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
176
$1.27M 0.04%
21,896
177
$1.26M 0.04%
12,810
-254
178
$1.24M 0.04%
14,777
+6,290
179
$1.23M 0.04%
+15,528
180
$1.2M 0.04%
25,089
-10,495
181
$1.2M 0.04%
50,304
-2,096
182
$1.19M 0.04%
3,550
-169
183
$1.15M 0.04%
16,607
-1,502
184
$1.12M 0.04%
8,481
-43
185
$1.09M 0.04%
61,587
+31,443
186
$1.08M 0.04%
18,022
-1,590
187
$1.07M 0.04%
15,450
+4,661
188
$1.06M 0.04%
10,851
+3,377
189
$1.05M 0.04%
7,770
-1,337
190
$1.05M 0.04%
26,740
+1,040
191
$1.05M 0.04%
12,859
192
$1.04M 0.04%
22,520
+10,537
193
$1.04M 0.04%
+21,150
194
$1.03M 0.04%
13,234
+4,685
195
$1.03M 0.04%
18,304
196
$1.02M 0.04%
7,810
197
$1.02M 0.04%
12,016
-1,888
198
$1.02M 0.03%
5,385
-375
199
$1.01M 0.03%
12,376
+4,480
200
$1M 0.03%
13,650
6 7
8
9 10