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
551
$64K ﹤0.01%
2,500
552
$64K ﹤0.01%
589
+64
553
$62K ﹤0.01%
900
554
$62K ﹤0.01%
575
555
$61K ﹤0.01%
3,325
556
$61K ﹤0.01%
2,000
-7,701
557
$60K ﹤0.01%
3,570
558
$59K ﹤0.01%
1,450
559
$59K ﹤0.01%
1,230
560
$57K ﹤0.01%
1,708
561
$57K ﹤0.01%
1,644
562
$57K ﹤0.01%
830
-395
563
$57K ﹤0.01%
1,161
564
$56K ﹤0.01%
268
565
$56K ﹤0.01%
3,000
566
$56K ﹤0.01%
2,044
567
$56K ﹤0.01%
+8,262
568
$56K ﹤0.01%
2,000
569
$55K ﹤0.01%
2,244
570
$55K ﹤0.01%
935
-3,129
571
$55K ﹤0.01%
875
-60
572
$55K ﹤0.01%
329
-22
573
$55K ﹤0.01%
6,190
-1,362
574
$55K ﹤0.01%
4,000
575
$54K ﹤0.01%
3,480
-642
21 22
23
24 25