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
501
$88K ﹤0.01%
13,500
-6,000
502
$87K ﹤0.01%
1,667
503
$87K ﹤0.01%
1,000
504
$86K ﹤0.01%
700
505
$85K ﹤0.01%
3,300
506
$85K ﹤0.01%
+1,700
507
$85K ﹤0.01%
6,588
+2,013
508
$85K ﹤0.01%
1,000
509
$84K ﹤0.01%
5,000
510
$84K ﹤0.01%
1,527
511
$82K ﹤0.01%
22,000
512
$81K ﹤0.01%
1,500
513
$81K ﹤0.01%
4,500
514
$81K ﹤0.01%
2,900
-2,500
515
$81K ﹤0.01%
2,080
516
$81K ﹤0.01%
2,480
517
$81K ﹤0.01%
2,992
518
$81K ﹤0.01%
1,534
-179
519
$80K ﹤0.01%
4,000
520
$80K ﹤0.01%
1,727
+103
521
$78K ﹤0.01%
940
+252
522
$78K ﹤0.01%
2,669
523
$77K ﹤0.01%
69
524
$77K ﹤0.01%
958
-1,003
525
$77K ﹤0.01%
1,532
+57
19 20
21
22 23