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
801
$14K ﹤0.01%
884
802
$14K ﹤0.01%
306
803
$14K ﹤0.01%
235
-30
804
$14K ﹤0.01%
400
805
$13K ﹤0.01%
85
-100
806
$13K ﹤0.01%
194
807
$13K ﹤0.01%
362
808
$13K ﹤0.01%
400
809
$12K ﹤0.01%
146
-126
810
$12K ﹤0.01%
179
811
$12K ﹤0.01%
127
812
$12K ﹤0.01%
125
813
$12K ﹤0.01%
1,586
814
$12K ﹤0.01%
263
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815
$12K ﹤0.01%
10,000
816
$12K ﹤0.01%
200
-204
817
$12K ﹤0.01%
75
818
$12K ﹤0.01%
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819
$11K ﹤0.01%
65
820
$11K ﹤0.01%
275
821
$11K ﹤0.01%
400
822
$11K ﹤0.01%
312
-2,397
823
$11K ﹤0.01%
150
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824
$11K ﹤0.01%
279
-104
825
$11K ﹤0.01%
+218
31 32
33
34 35