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
626
$40K ﹤0.01%
2,500
627
$39K ﹤0.01%
+1,560
628
$39K ﹤0.01%
1,500
629
$39K ﹤0.01%
767
-125
630
$39K ﹤0.01%
3,677
631
$38K ﹤0.01%
1,110
-372
632
$38K ﹤0.01%
+1,001
633
$38K ﹤0.01%
+2,720
634
$38K ﹤0.01%
698
635
$38K ﹤0.01%
1,273
636
$38K ﹤0.01%
500
637
$38K ﹤0.01%
553
638
$38K ﹤0.01%
3,000
639
$37K ﹤0.01%
1,531
-2,107
640
$37K ﹤0.01%
985
-9,829
641
$37K ﹤0.01%
704
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$37K ﹤0.01%
5,700
643
$37K ﹤0.01%
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$37K ﹤0.01%
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645
$37K ﹤0.01%
1,215
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646
$36K ﹤0.01%
400
647
$36K ﹤0.01%
900
648
$36K ﹤0.01%
1,000
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649
$35K ﹤0.01%
1,225
-321
650
$35K ﹤0.01%
782
-155
24 25
26
27 28