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
576
$57K ﹤0.01%
4,000
577
$56K ﹤0.01%
2,094
-714
578
$55K ﹤0.01%
3,166
+1,508
579
$54K ﹤0.01%
550
-50
580
$54K ﹤0.01%
3,594
+3,261
581
$54K ﹤0.01%
2,200
582
$53K ﹤0.01%
635
+135
583
$53K ﹤0.01%
2,500
584
$53K ﹤0.01%
2,178
585
$53K ﹤0.01%
3,000
586
$52K ﹤0.01%
780
587
$52K ﹤0.01%
2,172
-159
588
$52K ﹤0.01%
300
589
$52K ﹤0.01%
4,000
+1,000
590
$52K ﹤0.01%
653
591
$52K ﹤0.01%
1,000
-400
592
$51K ﹤0.01%
+5,460
593
$51K ﹤0.01%
464
594
$51K ﹤0.01%
1,160
595
$51K ﹤0.01%
816
596
$51K ﹤0.01%
2,954
-1,108
597
$50K ﹤0.01%
+1,880
598
$50K ﹤0.01%
1,530
599
$50K ﹤0.01%
3,570
600
$50K ﹤0.01%
+5,000
22 23
24
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