EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12.9M 0.62%
408,575
-3,000
52
$12.1M 0.58%
478,597
+469,597
53
$11.6M 0.55%
123,034
+1,775
54
$10.9M 0.52%
194,605
-439
55
$10.8M 0.52%
134,390
-1,467
56
$10.6M 0.5%
87,466
+9,282
57
$10.3M 0.49%
392,013
-26,129
58
$10M 0.48%
298,980
+36,215
59
$10M 0.48%
184,980
-3,732
60
$9.95M 0.48%
262,037
+8,973
61
$9.51M 0.45%
192,075
+21,867
62
$9.51M 0.45%
128,076
-75
63
$9.42M 0.45%
378,470
-71,140
64
$9.25M 0.44%
323,855
-14,955
65
$9.25M 0.44%
316,309
66
$8.48M 0.41%
165,156
+118
67
$7.51M 0.36%
104,396
+7,358
68
$7.12M 0.34%
239,117
+14,843
69
$7.1M 0.34%
196,766
-4,718
70
$7.05M 0.34%
234,047
+20,236
71
$7M 0.33%
28,121
-330
72
$6.96M 0.33%
147,761
+33,231
73
$6.67M 0.32%
276,274
-7,167
74
$6.32M 0.3%
32,798
+520
75
$6.2M 0.3%
57,920
-3,500
1 2
3
4 5