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
1
$105M 3.6%
2,274,468
+58,388
2
$101M 3.45%
513,276
+6,622
3
$98M 3.35%
993,877
+67,758
4
$96.3M 3.29%
1,132,840
+33,700
5
$89.1M 3.04%
363,081
+12,533
6
$77.7M 2.65%
398,181
+17,599
7
$69.7M 2.38%
1,459,085
+45,640
8
$68.4M 2.34%
330,079
+16,055
9
$64M 2.19%
443,998
+19,402
10
$60.7M 2.07%
1,087,860
+59,980
11
$59.8M 2.04%
1,255,828
+35,320
12
$59.2M 2.02%
362,040
+12,528
13
$54.7M 1.87%
492,894
+27,365
14
$51.8M 1.77%
407,676
+20,228
15
$50.9M 1.74%
184,503
+7,453
16
$50.5M 1.73%
1,385,646
+71,843
17
$50.2M 1.72%
1,560,010
+125,645
18
$49.4M 1.69%
202,562
+3,425
19
$48.7M 1.66%
710,934
-106,064
20
$47.4M 1.62%
95,074
+5,650
21
$46.5M 1.59%
786,030
+33,028
22
$45.5M 1.55%
697,537
+20,561
23
$44.1M 1.51%
267,853
+38,071
24
$44M 1.51%
780,160
+34,600
25
$44M 1.5%
399,334
+14,129
1
2 3 4 5