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
251
$464K 0.02%
6,884
+3,880
252
$455K 0.02%
4,047
+1,900
253
$453K 0.02%
7,413
254
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7,084
255
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16,481
-460
256
$448K 0.02%
17,732
257
$445K 0.02%
12,025
+43
258
$443K 0.02%
5,500
259
$443K 0.02%
5,279
-100
260
$438K 0.02%
9,363
261
$438K 0.02%
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-25
262
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10,910
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263
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43,770
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264
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7,100
265
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6,985
266
$419K 0.02%
12,125
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267
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3,058
268
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269
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3,435
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270
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271
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4,000
272
$393K 0.02%
6,822
-4,264
273
$390K 0.02%
10,000
274
$389K 0.02%
22,400
275
$383K 0.02%
412
-17
9 10
11
12 13