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
726
$26K ﹤0.01%
146
727
$26K ﹤0.01%
200
728
$26K ﹤0.01%
1,120
729
$26K ﹤0.01%
1,004
730
$26K ﹤0.01%
527
731
$26K ﹤0.01%
+1,666
732
$25K ﹤0.01%
1,268
+818
733
$25K ﹤0.01%
175
734
$25K ﹤0.01%
526
735
$25K ﹤0.01%
1,006
736
$25K ﹤0.01%
639
737
$25K ﹤0.01%
490
738
$25K ﹤0.01%
300
739
$24K ﹤0.01%
300
740
$24K ﹤0.01%
221
-314
741
$24K ﹤0.01%
848
742
$24K ﹤0.01%
1,170
-1,207
743
$24K ﹤0.01%
800
744
$24K ﹤0.01%
926
+661
745
$24K ﹤0.01%
250
-850
746
$24K ﹤0.01%
992
-606
747
$24K ﹤0.01%
652
748
$24K ﹤0.01%
895
+298
749
$23K ﹤0.01%
417
-264
750
$23K ﹤0.01%
1,000
28 29
30
31 32