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
651
$34K ﹤0.01%
+1,683
652
$34K ﹤0.01%
1,075
653
$33K ﹤0.01%
600
654
$33K ﹤0.01%
2,500
655
$33K ﹤0.01%
1,700
656
$33K ﹤0.01%
610
657
$33K ﹤0.01%
355
658
$32K ﹤0.01%
1,000
659
$32K ﹤0.01%
810
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660
$32K ﹤0.01%
430
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661
$31K ﹤0.01%
+1,492
662
$31K ﹤0.01%
1,000
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663
$31K ﹤0.01%
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664
$31K ﹤0.01%
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665
$31K ﹤0.01%
2,000
666
$31K ﹤0.01%
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$31K ﹤0.01%
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$30K ﹤0.01%
455
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671
$30K ﹤0.01%
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$30K ﹤0.01%
405
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$29K ﹤0.01%
50
-33
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$29K ﹤0.01%
1,000
675
$29K ﹤0.01%
1,000
25 26
27
28 29