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
676
$29K ﹤0.01%
458
-2,800
677
$29K ﹤0.01%
1,139
678
$28K ﹤0.01%
1,000
679
$28K ﹤0.01%
687
680
$28K ﹤0.01%
200
-101
681
$27K ﹤0.01%
394
682
$27K ﹤0.01%
1,700
683
$27K ﹤0.01%
300
-1,500
684
$27K ﹤0.01%
1,000
685
$26K ﹤0.01%
556
686
$26K ﹤0.01%
255
687
$26K ﹤0.01%
3,000
688
$26K ﹤0.01%
6,000
689
$26K ﹤0.01%
310
690
$26K ﹤0.01%
529
691
$26K ﹤0.01%
527
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692
$26K ﹤0.01%
1,000
693
$26K ﹤0.01%
620
694
$25K ﹤0.01%
698
-256
695
$25K ﹤0.01%
766
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696
$25K ﹤0.01%
227
697
$25K ﹤0.01%
790
698
$25K ﹤0.01%
4,066
699
$25K ﹤0.01%
2,000
700
$25K ﹤0.01%
750
26 27
28
29 30