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
776
$16K ﹤0.01%
1,000
777
$16K ﹤0.01%
459
-86
778
$16K ﹤0.01%
500
779
$16K ﹤0.01%
600
780
$16K ﹤0.01%
450
+50
781
$16K ﹤0.01%
360
782
$15K ﹤0.01%
469
783
$15K ﹤0.01%
300
784
$15K ﹤0.01%
410
785
$15K ﹤0.01%
735
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786
$15K ﹤0.01%
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$15K ﹤0.01%
225
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$15K ﹤0.01%
80
789
$15K ﹤0.01%
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790
$15K ﹤0.01%
152
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$15K ﹤0.01%
3,925
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$15K ﹤0.01%
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$15K ﹤0.01%
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800
795
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600
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$14K ﹤0.01%
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$14K ﹤0.01%
145
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$14K ﹤0.01%
347
799
$14K ﹤0.01%
700
800
$14K ﹤0.01%
650
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