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
1
$80.6M 3.64%
2,569,712
+35,644
2
$50.3M 2.27%
537,901
+6,682
3
$49.9M 2.25%
409,414
-3,038
4
$47.3M 2.14%
1,787,860
+92,618
5
$45.1M 2.04%
459,583
+6,352
6
$44M 1.99%
1,330,112
+15,420
7
$42M 1.89%
1,133,839
+35,367
8
$41.6M 1.88%
374,144
+6,697
9
$40.8M 1.84%
357,359
-3,396
10
$40.8M 1.84%
61,135
+1,315
11
$40.2M 1.81%
1,541,302
+411,806
12
$37.5M 1.69%
320,356
-1,709
13
$36.1M 1.63%
386,215
+2,290
14
$34.9M 1.57%
342,583
+7,128
15
$34.6M 1.56%
784,483
+11,901
16
$34.2M 1.54%
396,424
+11,246
17
$34M 1.53%
151,191
+2,174
18
$33.6M 1.51%
466,588
+47,232
19
$33M 1.49%
471,931
+17,819
20
$31.6M 1.42%
231,952
+1,546
21
$31.5M 1.42%
182,626
+2,939
22
$30.6M 1.38%
762,998
-18,409
23
$30.3M 1.37%
481,428
+16,710
24
$30.2M 1.36%
309,627
+592
25
$30.2M 1.36%
558,506
+17,726
1
2 3 4 5