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
726
$22K ﹤0.01%
260
727
$22K ﹤0.01%
3,000
728
$21K ﹤0.01%
+50
729
$21K ﹤0.01%
2,060
-2,520
730
$21K ﹤0.01%
4,528
731
$21K ﹤0.01%
1,060
732
$21K ﹤0.01%
165
733
$21K ﹤0.01%
250
734
$21K ﹤0.01%
+500
735
$20K ﹤0.01%
38
736
$20K ﹤0.01%
1,500
737
$20K ﹤0.01%
+1,630
738
$20K ﹤0.01%
241
739
$20K ﹤0.01%
+400
740
$20K ﹤0.01%
405
741
$20K ﹤0.01%
800
742
$20K ﹤0.01%
284
743
$20K ﹤0.01%
560
744
$20K ﹤0.01%
1,200
745
$20K ﹤0.01%
67
746
$20K ﹤0.01%
600
747
$20K ﹤0.01%
378
748
$20K ﹤0.01%
500
749
$19K ﹤0.01%
533
750
$19K ﹤0.01%
501
28 29
30
31 32