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
501
$88K ﹤0.01%
3,000
502
$88K ﹤0.01%
664
503
$87K ﹤0.01%
3,325
504
$86K ﹤0.01%
1,240
+320
505
$86K ﹤0.01%
1,965
506
$85K ﹤0.01%
4,930
-1,540
507
$84K ﹤0.01%
1,490
-499
508
$84K ﹤0.01%
1,907
+475
509
$83K ﹤0.01%
1,983
-598
510
$83K ﹤0.01%
3,300
511
$83K ﹤0.01%
5,450
512
$83K ﹤0.01%
550
+79
513
$82K ﹤0.01%
1,775
-2,280
514
$81K ﹤0.01%
872
+65
515
$81K ﹤0.01%
1,100
516
$81K ﹤0.01%
1,666
-3
517
$81K ﹤0.01%
2,080
-1,506
518
$80K ﹤0.01%
870
519
$80K ﹤0.01%
1,200
520
$79K ﹤0.01%
791
+175
521
$79K ﹤0.01%
+3,500
522
$76K ﹤0.01%
2,500
-85
523
$75K ﹤0.01%
600
524
$75K ﹤0.01%
7,758
+3,419
525
$75K ﹤0.01%
7,000
19 20
21
22 23