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
376
$204K 0.01%
4,000
-100
377
$203K 0.01%
2,658
+109
378
$202K 0.01%
4,539
-1,510
379
$200K 0.01%
4,907
380
$199K 0.01%
8,690
-3,074
381
$198K 0.01%
920
382
$195K 0.01%
+1,835
383
$194K 0.01%
11,505
+250
384
$193K 0.01%
2,100
-346
385
$193K 0.01%
5,100
-811
386
$192K 0.01%
7,469
-382
387
$192K 0.01%
5,420
-285
388
$192K 0.01%
3,694
+194
389
$191K 0.01%
3,792
+774
390
$190K 0.01%
4,594
-2,400
391
$189K 0.01%
10,426
392
$186K 0.01%
3,392
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393
$183K 0.01%
3,259
394
$183K 0.01%
9,865
-15,241
395
$182K 0.01%
1,595
396
$181K 0.01%
5,040
+140
397
$181K 0.01%
4,409
398
$181K 0.01%
14,450
-1,000
399
$180K 0.01%
12,085
+10
400
$180K 0.01%
3,000
14 15
16
17 18