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
326
$306K 0.01%
20,875
327
$305K 0.01%
4,464
-41
328
$304K 0.01%
3,969
-3,100
329
$298K 0.01%
2,126
+152
330
$296K 0.01%
20,550
331
$294K 0.01%
237
-10
332
$293K 0.01%
4,148
333
$289K 0.01%
7,443
-200
334
$288K 0.01%
5,998
335
$285K 0.01%
2,820
+870
336
$280K 0.01%
11,000
-1,957
337
$278K 0.01%
3,847
-170
338
$270K 0.01%
9,874
+3,062
339
$270K 0.01%
5,490
340
$268K 0.01%
8,190
-12,144
341
$267K 0.01%
12,850
342
$267K 0.01%
5,650
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343
$267K 0.01%
6,521
344
$266K 0.01%
5,000
345
$266K 0.01%
2,455
346
$264K 0.01%
4,260
347
$263K 0.01%
7,397
348
$261K 0.01%
6,440
-1,000
349
$261K 0.01%
5,400
350
$257K 0.01%
3,757
+173
12 13
14
15 16