EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.9M
3
+$11.1M
4
AGN
Allergan plc
AGN
+$8.09M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.54M

Top Sells

1
+$20.4M
2
+$15.5M
3
+$6.49M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.08M
5
FAST icon
Fastenal
FAST
+$3.53M

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 15.61%
3 Healthcare 13.84%
4 Financials 13.03%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$645K 0.03%
13,715
+235
227
$645K 0.03%
13,526
-1,810
228
$635K 0.03%
11,250
+6,020
229
$632K 0.03%
5,419
230
$624K 0.03%
7,427
231
$612K 0.03%
8,265
-125
232
$610K 0.03%
84,565
233
$595K 0.03%
25,635
234
$591K 0.03%
10,300
235
$590K 0.03%
7,064
-1,008
236
$587K 0.03%
27,250
-1,479
237
$581K 0.03%
6,715
238
$578K 0.03%
5,065
-22
239
$572K 0.03%
3,289
+32
240
$563K 0.03%
28,187
241
$552K 0.03%
11,444
-1,370
242
$547K 0.03%
13,060
-63
243
$541K 0.03%
8,200
244
$537K 0.03%
6,526
-307
245
$534K 0.03%
11,128
+266
246
$534K 0.03%
34,231
-87
247
$526K 0.03%
4,952
-2,500
248
$524K 0.03%
4,205
249
$518K 0.02%
9,123
-433
250
$514K 0.02%
2,875
8 9
10
11 12