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
276
$422K 0.02%
2,934
-151
277
$416K 0.02%
9,274
+129
278
$412K 0.02%
7,250
-598
279
$409K 0.02%
4,505
280
$408K 0.02%
6,101
281
$400K 0.02%
11,487
-325
282
$400K 0.02%
3,897
-550
283
$400K 0.02%
9,054
284
$398K 0.02%
13,250
285
$394K 0.02%
20,750
-7,250
286
$390K 0.02%
3,368
-59
287
$389K 0.02%
43,395
+1,779
288
$389K 0.02%
14,550
-5,250
289
$385K 0.02%
28,335
-555
290
$385K 0.02%
10,000
291
$376K 0.02%
7,113
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292
$374K 0.02%
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293
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500
294
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9,363
-1,500
295
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17,732
-1,237
296
$371K 0.02%
8,304
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297
$371K 0.02%
3,645
298
$366K 0.02%
7,000
299
$365K 0.02%
6,616
-92,107
300
$364K 0.02%
13,367
+2,863
10 11
12
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