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
601
$45K ﹤0.01%
+1,680
602
$44K ﹤0.01%
896
603
$44K ﹤0.01%
540
604
$44K ﹤0.01%
335
605
$43K ﹤0.01%
755
-10,000
606
$43K ﹤0.01%
1,028
607
$43K ﹤0.01%
+1,636
608
$43K ﹤0.01%
600
609
$43K ﹤0.01%
816
610
$43K ﹤0.01%
6,706
-17,752
611
$42K ﹤0.01%
800
612
$42K ﹤0.01%
1,250
613
$42K ﹤0.01%
+567
614
$42K ﹤0.01%
1,667
615
$41K ﹤0.01%
300
-54
616
$41K ﹤0.01%
+1,812
617
$41K ﹤0.01%
1,700
618
$41K ﹤0.01%
300
619
$41K ﹤0.01%
2,870
-1,507
620
$40K ﹤0.01%
552
621
$40K ﹤0.01%
3,213
622
$40K ﹤0.01%
1,186
623
$40K ﹤0.01%
+2,178
624
$40K ﹤0.01%
+1,160
625
$40K ﹤0.01%
4,702
-38,386
23 24
25
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