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
401
$180K 0.01%
+9,865
402
$175K 0.01%
12,519
403
$175K 0.01%
4,960
404
$174K 0.01%
4,216
-233
405
$174K 0.01%
4,000
-449
406
$171K 0.01%
15,018
407
$170K 0.01%
3,200
408
$169K 0.01%
4,143
-2,595
409
$168K 0.01%
3,636
-400
410
$167K 0.01%
+1,667
411
$166K 0.01%
2,985
412
$165K 0.01%
1,351
413
$165K 0.01%
3,200
414
$164K 0.01%
10,000
415
$163K 0.01%
2,870
+497
416
$160K 0.01%
4,426
417
$159K 0.01%
2,447
+43
418
$159K 0.01%
3,060
419
$158K 0.01%
9,153
-1,578
420
$158K 0.01%
+10,128
421
$158K 0.01%
8,000
422
$156K 0.01%
2,200
423
$156K 0.01%
1,175
424
$156K 0.01%
1,670
425
$155K 0.01%
2,113
15 16
17
18 19