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
526
$75K ﹤0.01%
41
+12
527
$75K ﹤0.01%
1,500
528
$75K ﹤0.01%
2,400
529
$74K ﹤0.01%
206
530
$73K ﹤0.01%
1,750
-198
531
$73K ﹤0.01%
1,400
532
$73K ﹤0.01%
2,066
+577
533
$73K ﹤0.01%
1,690
534
$72K ﹤0.01%
1,322
535
$72K ﹤0.01%
3,505
536
$71K ﹤0.01%
700
537
$71K ﹤0.01%
1,900
538
$71K ﹤0.01%
840
-300
539
$70K ﹤0.01%
5,900
540
$70K ﹤0.01%
1,230
541
$70K ﹤0.01%
2,118
542
$70K ﹤0.01%
1,896
543
$69K ﹤0.01%
1,375
-225
544
$69K ﹤0.01%
512
545
$68K ﹤0.01%
4,168
-752
546
$68K ﹤0.01%
1,340
+195
547
$67K ﹤0.01%
+3,500
548
$66K ﹤0.01%
1,300
549
$66K ﹤0.01%
921
-316
550
$66K ﹤0.01%
2,459
+2,022
20 21
22
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