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
426
$154K 0.01%
10,584
427
$154K 0.01%
1,679
+108
428
$152K 0.01%
3,600
429
$152K 0.01%
1,750
430
$150K 0.01%
3,737
-727
431
$148K 0.01%
1,925
-60
432
$148K 0.01%
12,772
-341
433
$148K 0.01%
3,239
-232
434
$147K 0.01%
3,800
+3,249
435
$145K 0.01%
4,000
436
$145K 0.01%
6,750
437
$143K 0.01%
3,400
438
$142K 0.01%
1,975
439
$142K 0.01%
793
440
$141K 0.01%
14,500
441
$141K 0.01%
3,000
-20,000
442
$140K 0.01%
1,920
443
$138K 0.01%
2,500
444
$137K 0.01%
4,700
445
$136K 0.01%
+3,428
446
$136K 0.01%
1,562
+84
447
$136K 0.01%
1,952
448
$135K 0.01%
1,380
449
$132K 0.01%
3,105
-33
450
$131K 0.01%
1,468
16 17
18
19 20