EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$27.2M 1.3%
229,521
+24,884
27
$26.5M 1.27%
473,071
+1,140
28
$26.4M 1.26%
439,608
+8,830
29
$25.5M 1.22%
932,480
+23,175
30
$25.2M 1.21%
656,515
+70,413
31
$24.3M 1.16%
202,802
+12,615
32
$23.6M 1.13%
86,667
+29,738
33
$23.1M 1.1%
261,662
+15,522
34
$21.8M 1.04%
297,744
+49,109
35
$21.6M 1.03%
291,130
-15,854
36
$21.6M 1.03%
149,206
+3,798
37
$21.5M 1.03%
1,233,880
38
$20.4M 0.98%
275,474
+14,449
39
$19.6M 0.94%
+423,551
40
$19.4M 0.93%
856,714
-684,588
41
$17.8M 0.85%
178,570
+32,017
42
$17.6M 0.84%
346,047
+218,685
43
$17.4M 0.83%
175,958
-1,012
44
$16.9M 0.81%
142,847
+17,940
45
$16.5M 0.79%
958,761
+226,351
46
$15.4M 0.74%
195,327
-14,281
47
$14.7M 0.7%
257,227
+20,346
48
$14.3M 0.69%
74,849
+5,516
49
$13.8M 0.66%
167,823
-289
50
$13.3M 0.64%
1,455,216
-385,352
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