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
526
$77K ﹤0.01%
+2,531
527
$76K ﹤0.01%
1,000
528
$76K ﹤0.01%
895
+51
529
$76K ﹤0.01%
5,450
530
$76K ﹤0.01%
1,965
-300
531
$75K ﹤0.01%
1,045
-25
532
$75K ﹤0.01%
1,327
533
$74K ﹤0.01%
1,900
534
$74K ﹤0.01%
700
535
$73K ﹤0.01%
1,400
536
$72K ﹤0.01%
+4,866
537
$70K ﹤0.01%
+1,052
538
$70K ﹤0.01%
2,500
-2,500
539
$70K ﹤0.01%
1,039
540
$70K ﹤0.01%
5,000
541
$69K ﹤0.01%
1,200
542
$69K ﹤0.01%
1,748
543
$69K ﹤0.01%
583
544
$69K ﹤0.01%
1,400
-550
545
$67K ﹤0.01%
21,300
546
$67K ﹤0.01%
9,000
+2,000
547
$65K ﹤0.01%
3,182
548
$65K ﹤0.01%
911
-117
549
$65K ﹤0.01%
2,245
550
$64K ﹤0.01%
3,689
20 21
22
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