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
451
$130K 0.01%
2,734
-326
452
$130K 0.01%
2,495
-1,120
453
$129K 0.01%
10,000
454
$127K 0.01%
10,000
455
$126K 0.01%
8,850
456
$126K 0.01%
3,595
457
$125K 0.01%
+4,072
458
$124K 0.01%
1,888
459
$123K 0.01%
1,350
460
$122K 0.01%
1,210
+210
461
$122K 0.01%
3,233
-173
462
$120K 0.01%
3,005
-216
463
$119K 0.01%
1,753
464
$118K 0.01%
1,766
+166
465
$118K 0.01%
8,066
466
$115K 0.01%
1,049
467
$115K 0.01%
2,673
468
$114K 0.01%
823
469
$114K 0.01%
7,500
-2,808
470
$113K 0.01%
8,500
471
$112K 0.01%
2,724
-812
472
$111K 0.01%
3,800
473
$108K 0.01%
527
474
$107K 0.01%
2,173
+549
475
$106K 0.01%
2,025
-100
17 18
19
20 21