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
426
$153K 0.01%
2,903
427
$153K 0.01%
4,072
428
$152K 0.01%
4,158
-1,836
429
$145K 0.01%
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430
$145K 0.01%
2,252
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431
$143K 0.01%
4,741
432
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4,455
-2,464
433
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3,291
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434
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435
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2,000
436
$137K 0.01%
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437
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438
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439
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440
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441
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445
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446
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10,000
448
$123K 0.01%
+2,000
449
$122K 0.01%
9,748
+779
450
$122K 0.01%
3,152
16 17
18
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