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
$2.42B
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
51
$12.9M 0.53%
118,752
+370
52
$12.5M 0.52%
88,119
+6,466
53
$12.3M 0.51%
133,383
-519
54
$11.8M 0.49%
373,059
-336
55
$11.3M 0.47%
128,672
+690
56
$10.6M 0.44%
114,674
-26,570
57
$9.05M 0.37%
162,634
+5,914
58
$8.96M 0.37%
81,978
-582
59
$8.71M 0.36%
283,835
+43,297
60
$8.44M 0.35%
305,268
+33,240
61
$8.32M 0.34%
220,386
+6,649
62
$8.14M 0.34%
72,255
-1,255
63
$7.95M 0.33%
76,266
+4,595
64
$7.93M 0.33%
246,781
+5,227
65
$7.86M 0.33%
131,991
+8,077
66
$7.75M 0.32%
79,517
-775
67
$7.29M 0.3%
60,499
+1,550
68
$7.21M 0.3%
80,369
+3,955
69
$7.04M 0.29%
111,686
+8,574
70
$6.96M 0.29%
108,808
-2,792
71
$6.89M 0.29%
218,274
-253
72
$6.73M 0.28%
151,994
-770
73
$6.47M 0.27%
22,937
+260
74
$6.43M 0.27%
29,535
+1,075
75
$6.32M 0.26%
65,313
-350
1 2
3
4 5