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
201
$966K 0.04%
12,916
+1,805
202
$945K 0.04%
14,700
203
$945K 0.04%
18,400
-3,500
204
$929K 0.04%
12,645
+4,060
205
$909K 0.04%
22,454
-346
206
$898K 0.04%
16,654
+1,124
207
$897K 0.04%
7,452
+3,737
208
$893K 0.04%
13,237
-171
209
$889K 0.04%
15,714
210
$874K 0.04%
8,170
+1,398
211
$864K 0.04%
10,177
+7,579
212
$856K 0.04%
7,464
213
$855K 0.04%
28,187
214
$848K 0.04%
9,226
215
$844K 0.04%
10,000
216
$836K 0.04%
8,072
+2,781
217
$825K 0.04%
29,665
+700
218
$813K 0.04%
8,390
-218
219
$813K 0.04%
8,950
220
$803K 0.04%
21,156
221
$802K 0.04%
1,711
222
$802K 0.04%
7,000
223
$790K 0.04%
7,463
-1,340
224
$787K 0.04%
25,635
-500
225
$784K 0.04%
10,524
+1,367
7 8
9
10 11