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
$2.42B
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
26
$35.1M 1.45%
873,620
-1,400
27
$33.6M 1.39%
637,623
-81
28
$33.4M 1.38%
231,465
-2,528
29
$32.4M 1.34%
194,552
-910
30
$31.3M 1.3%
643,172
-3,523
31
$28.8M 1.19%
311,513
+2,853
32
$28.4M 1.17%
404,359
+8,938
33
$28M 1.16%
248,916
+22,146
34
$26.6M 1.1%
415,839
-13,912
35
$26.5M 1.1%
945,745
+944,431
36
$26.3M 1.09%
543,315
+75,298
37
$25.9M 1.07%
705,935
-43,835
38
$25.8M 1.07%
244,203
+26,245
39
$22.3M 0.92%
255,847
+8,137
40
$22.3M 0.92%
146,114
-287
41
$22M 0.91%
868,142
+836,676
42
$21.2M 0.88%
549,486
+327,232
43
$20.2M 0.84%
196,092
+25,661
44
$19.5M 0.81%
376,692
+37,644
45
$19.2M 0.79%
1,160,228
46
$16.2M 0.67%
274,158
-9,292
47
$15.1M 0.62%
487,659
-67,786
48
$14.7M 0.61%
68,096
-1,518
49
$14.4M 0.6%
803,925
-398,923
50
$13.9M 0.57%
217,539
+38,390
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