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
251
$514K 0.02%
18,084
+300
252
$509K 0.02%
15,985
-7,000
253
$508K 0.02%
11,414
-712
254
$503K 0.02%
30,390
-750
255
$499K 0.02%
15,703
-2,350
256
$495K 0.02%
4,871
-57
257
$487K 0.02%
26,625
-300
258
$483K 0.02%
12,220
-419
259
$482K 0.02%
2,278
260
$475K 0.02%
6,245
261
$473K 0.02%
13,068
+537
262
$468K 0.02%
4,294
-7
263
$465K 0.02%
25,425
+10,100
264
$461K 0.02%
6,887
-188
265
$459K 0.02%
9,460
-362
266
$457K 0.02%
32,933
+1,500
267
$456K 0.02%
7,590
-101
268
$453K 0.02%
21,156
269
$439K 0.02%
8,758
270
$438K 0.02%
5,500
271
$435K 0.02%
3,500
272
$432K 0.02%
6,677
+273
273
$427K 0.02%
15,000
274
$426K 0.02%
10,876
275
$423K 0.02%
3,976
9 10
11
12 13