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
351
$227K 0.01%
13,779
352
$224K 0.01%
21,999
353
$224K 0.01%
1,900
354
$223K 0.01%
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355
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356
$222K 0.01%
+10,000
357
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2,475
358
$218K 0.01%
5,511
359
$214K 0.01%
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360
$213K 0.01%
+2,223
361
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362
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1,753
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363
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364
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7,893
365
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366
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-176
367
$206K 0.01%
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368
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369
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6,497
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371
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372
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373
$200K 0.01%
3,846
+444
374
$199K 0.01%
15,477
375
$199K 0.01%
3,349
+145
13 14
15
16 17