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
351
$257K 0.01%
+8,240
352
$253K 0.01%
+26,891
353
$252K 0.01%
4,000
354
$249K 0.01%
1,170
-156
355
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4,000
356
$243K 0.01%
+3,300
357
$241K 0.01%
5,800
358
$240K 0.01%
1,525
359
$238K 0.01%
9,000
-474
360
$236K 0.01%
7,200
-165
361
$234K 0.01%
26,775
362
$227K 0.01%
10,146
363
$227K 0.01%
11,391
-2,034
364
$223K 0.01%
3,868
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365
$221K 0.01%
14,610
366
$221K 0.01%
7,317
367
$220K 0.01%
1,983
-249
368
$218K 0.01%
3,784
369
$216K 0.01%
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370
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5,730
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371
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4,422
-225
372
$209K 0.01%
4,064
-79
373
$208K 0.01%
17,760
374
$205K 0.01%
1,100
375
$204K 0.01%
4,420
-4,160
13 14
15
16 17