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
301
$363K 0.02%
14,850
302
$362K 0.02%
3,058
-82
303
$361K 0.02%
22,400
304
$358K 0.02%
4,068
305
$356K 0.02%
4,000
306
$355K 0.02%
3,016
307
$350K 0.02%
8,565
308
$350K 0.02%
1,841
-50
309
$347K 0.02%
4,800
-1,597
310
$347K 0.02%
21,000
+3,750
311
$334K 0.02%
10,000
312
$333K 0.02%
13,145
-2,093
313
$330K 0.02%
5,393
+867
314
$330K 0.02%
3,560
+50
315
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410
316
$327K 0.02%
8,912
-806
317
$324K 0.02%
8,100
+299
318
$322K 0.02%
10,069
319
$321K 0.02%
4,154
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320
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8,065
321
$319K 0.02%
5,027
322
$318K 0.02%
7,929
-1,100
323
$317K 0.02%
10,060
+168
324
$316K 0.02%
4,281
325
$314K 0.02%
7,945
-25,223
11 12
13
14 15