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
701
$31K ﹤0.01%
200
702
$31K ﹤0.01%
700
703
$31K ﹤0.01%
1,050
704
$30K ﹤0.01%
+1,000
705
$30K ﹤0.01%
1,000
706
$30K ﹤0.01%
262
707
$30K ﹤0.01%
900
708
$30K ﹤0.01%
836
709
$30K ﹤0.01%
560
+259
710
$29K ﹤0.01%
438
+375
711
$29K ﹤0.01%
50
712
$29K ﹤0.01%
702
713
$29K ﹤0.01%
298
714
$29K ﹤0.01%
447
715
$29K ﹤0.01%
496
716
$28K ﹤0.01%
698
717
$28K ﹤0.01%
607
718
$28K ﹤0.01%
800
719
$28K ﹤0.01%
744
720
$28K ﹤0.01%
320
721
$28K ﹤0.01%
515
722
$27K ﹤0.01%
659
723
$27K ﹤0.01%
1,200
724
$27K ﹤0.01%
3,363
725
$27K ﹤0.01%
2,600
27 28
29
30 31