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
601
$50K ﹤0.01%
9,000
602
$49K ﹤0.01%
1,555
-61
603
$49K ﹤0.01%
667
+60
604
$49K ﹤0.01%
1,044
605
$48K ﹤0.01%
800
606
$48K ﹤0.01%
1,400
-100
607
$48K ﹤0.01%
1,223
-63
608
$47K ﹤0.01%
+5,250
609
$47K ﹤0.01%
588
+188
610
$47K ﹤0.01%
1,228
611
$47K ﹤0.01%
1,617
-565
612
$47K ﹤0.01%
2,500
+2,000
613
$47K ﹤0.01%
1,028
614
$47K ﹤0.01%
7,530
-6,226
615
$47K ﹤0.01%
+3,000
616
$46K ﹤0.01%
405
617
$46K ﹤0.01%
1,928
618
$46K ﹤0.01%
21,300
619
$44K ﹤0.01%
3,213
620
$44K ﹤0.01%
896
621
$44K ﹤0.01%
700
622
$44K ﹤0.01%
907
623
$44K ﹤0.01%
567
624
$44K ﹤0.01%
1,433
625
$44K ﹤0.01%
818
-338
23 24
25
26 27