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
551
$65K ﹤0.01%
575
552
$65K ﹤0.01%
928
553
$65K ﹤0.01%
716
554
$65K ﹤0.01%
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555
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556
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$64K ﹤0.01%
945
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558
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597
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$63K ﹤0.01%
2,922
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560
$63K ﹤0.01%
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561
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562
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563
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435
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564
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565
$61K ﹤0.01%
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569
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+10,000
570
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571
$58K ﹤0.01%
999
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$58K ﹤0.01%
1,186
573
$58K ﹤0.01%
3,401
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574
$57K ﹤0.01%
1,370
575
$57K ﹤0.01%
6,030
+330
21 22
23
24 25