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
201
$978K 0.03%
4,308
+1,875
202
$973K 0.03%
43,190
+13,625
203
$971K 0.03%
8,715
+140
204
$966K 0.03%
9,510
+2,356
205
$961K 0.03%
21,713
-5,972
206
$954K 0.03%
+26,743
207
$946K 0.03%
41,841
208
$941K 0.03%
4,143
+1,295
209
$935K 0.03%
16,106
+65
210
$923K 0.03%
75,020
211
$921K 0.03%
5,674
212
$906K 0.03%
3,731
213
$906K 0.03%
34,075
+232
214
$895K 0.03%
6,800
215
$880K 0.03%
29,545
+500
216
$875K 0.03%
16,226
+8,300
217
$866K 0.03%
11,825
-5,055
218
$857K 0.03%
56,535
-3,000
219
$844K 0.03%
20,588
-70
220
$841K 0.03%
26,375
-3,285
221
$828K 0.03%
+12,022
222
$818K 0.03%
7,427
223
$812K 0.03%
+12,294
224
$807K 0.03%
10,454
+3,400
225
$788K 0.03%
37,074
+11,733
7 8
9
10 11