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
401
$172K 0.01%
2,110
+110
402
$171K 0.01%
6,558
403
$171K 0.01%
5,000
404
$170K 0.01%
4,640
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405
$170K 0.01%
2,223
406
$170K 0.01%
3,170
407
$169K 0.01%
3,200
408
$168K 0.01%
1,128
+400
409
$168K 0.01%
1,496
410
$167K 0.01%
107,091
411
$166K 0.01%
1,511
412
$166K 0.01%
11,964
413
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3,200
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414
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3,206
415
$163K 0.01%
2,249
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416
$162K 0.01%
5,446
-1,099
417
$162K 0.01%
12,005
418
$160K 0.01%
3,500
419
$157K 0.01%
2,321
420
$157K 0.01%
1,351
421
$157K 0.01%
1,920
422
$157K 0.01%
1,987
-266
423
$156K 0.01%
6,351
+507
424
$156K 0.01%
2,998
+219
425
$154K 0.01%
8,978
15 16
17
18 19