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
576
$54K ﹤0.01%
1,250
+115
577
$54K ﹤0.01%
972
-1,342
578
$53K ﹤0.01%
1,740
-40,830
579
$53K ﹤0.01%
+1,200
580
$52K ﹤0.01%
1,186
581
$52K ﹤0.01%
637
582
$52K ﹤0.01%
1,250
583
$52K ﹤0.01%
500
-200
584
$51K ﹤0.01%
1,600
585
$50K ﹤0.01%
182
586
$50K ﹤0.01%
1,397
587
$50K ﹤0.01%
10,081
588
$49K ﹤0.01%
1,022
-210
589
$49K ﹤0.01%
10,221
590
$49K ﹤0.01%
+1,440
591
$48K ﹤0.01%
271
-44
592
$48K ﹤0.01%
355
593
$47K ﹤0.01%
443
594
$47K ﹤0.01%
3,888
595
$46K ﹤0.01%
748
-168
596
$46K ﹤0.01%
3,570
597
$46K ﹤0.01%
2,000
598
$45K ﹤0.01%
2,700
599
$45K ﹤0.01%
1,321
-473
600
$45K ﹤0.01%
+1,625
22 23
24
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