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
$2.42B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$21.2M
3
+$12.6M
4
AMZN icon
Amazon
AMZN
+$9.63M
5
JBL icon
Jabil
JBL
+$4.73M

Top Sells

1
+$23.5M
2
+$13.8M
3
+$7.16M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.92M
5
EMC
EMC CORPORATION
EMC
+$4.39M

Sector Composition

1 Technology 16.6%
2 Healthcare 14.81%
3 Consumer Discretionary 14.21%
4 Financials 13.62%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$610K 0.03%
5,080
-400
227
$600K 0.02%
15,145
-2,603
228
$597K 0.02%
7,448
-720
229
$594K 0.02%
10,271
-158
230
$589K 0.02%
15,908
-72
231
$588K 0.02%
3,500
232
$586K 0.02%
4,642
-108
233
$583K 0.02%
2,610
234
$582K 0.02%
4,294
-75
235
$581K 0.02%
12,593
+3,887
236
$580K 0.02%
7,708
-796
237
$577K 0.02%
5,784
+560
238
$570K 0.02%
8,465
+715
239
$561K 0.02%
26,625
240
$544K 0.02%
34,738
+7,175
241
$538K 0.02%
13,368
242
$537K 0.02%
7,361
-4
243
$529K 0.02%
10,000
244
$520K 0.02%
11,490
-1,537
245
$511K 0.02%
2,930
+389
246
$507K 0.02%
7,750
+400
247
$501K 0.02%
9,516
+230
248
$498K 0.02%
10,463
+666
249
$486K 0.02%
3,690
+78
250
$470K 0.02%
5,398
-234
8 9
10
11 12