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
701
$25K ﹤0.01%
475
702
$25K ﹤0.01%
300
703
$24K ﹤0.01%
450
-100
704
$24K ﹤0.01%
165
705
$24K ﹤0.01%
1,650
706
$24K ﹤0.01%
1,200
707
$24K ﹤0.01%
1,340
708
$24K ﹤0.01%
3,363
709
$24K ﹤0.01%
245
710
$24K ﹤0.01%
1,500
-455
711
$24K ﹤0.01%
544
712
$24K ﹤0.01%
300
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$24K ﹤0.01%
800
714
$24K ﹤0.01%
1,200
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715
$24K ﹤0.01%
825
716
$23K ﹤0.01%
1,000
717
$23K ﹤0.01%
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718
$23K ﹤0.01%
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719
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1,004
720
$23K ﹤0.01%
340
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721
$23K ﹤0.01%
460
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722
$22K ﹤0.01%
300
723
$22K ﹤0.01%
526
724
$22K ﹤0.01%
500
725
$22K ﹤0.01%
1,014
27 28
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