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
676
$35K ﹤0.01%
3,888
677
$35K ﹤0.01%
5,500
678
$34K ﹤0.01%
1,228
679
$34K ﹤0.01%
685
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680
$34K ﹤0.01%
+4,000
681
$34K ﹤0.01%
+1,200
682
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1,000
683
$33K ﹤0.01%
695
684
$33K ﹤0.01%
256
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685
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689
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$33K ﹤0.01%
1,030
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$33K ﹤0.01%
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$33K ﹤0.01%
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204
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1,121
-163
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$32K ﹤0.01%
3,000
699
$32K ﹤0.01%
591
700
$31K ﹤0.01%
768
26 27
28
29 30