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
751
$19K ﹤0.01%
550
752
$19K ﹤0.01%
350
753
$19K ﹤0.01%
800
754
$19K ﹤0.01%
712
755
$19K ﹤0.01%
13,158
756
$18K ﹤0.01%
637
+563
757
$18K ﹤0.01%
1,020
758
$18K ﹤0.01%
600
759
$18K ﹤0.01%
680
760
$18K ﹤0.01%
800
761
$18K ﹤0.01%
500
+214
762
$18K ﹤0.01%
+172
763
$17K ﹤0.01%
700
764
$17K ﹤0.01%
504
765
$17K ﹤0.01%
400
766
$17K ﹤0.01%
+696
767
$17K ﹤0.01%
500
768
$17K ﹤0.01%
250
769
$17K ﹤0.01%
1,800
770
$17K ﹤0.01%
521
771
$17K ﹤0.01%
544
772
$17K ﹤0.01%
776
773
$17K ﹤0.01%
360
774
$17K ﹤0.01%
400
-238
775
$17K ﹤0.01%
157
+135
29 30
31
32 33