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
826
$11K ﹤0.01%
800
827
$11K ﹤0.01%
3
828
$11K ﹤0.01%
796
829
$10K ﹤0.01%
200
830
$10K ﹤0.01%
200
831
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250
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832
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300
833
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+71
834
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321
-56
835
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212
-330
836
$10K ﹤0.01%
200
837
$10K ﹤0.01%
155
838
$10K ﹤0.01%
183
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839
$9K ﹤0.01%
518
840
$9K ﹤0.01%
93
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841
$9K ﹤0.01%
383
842
$9K ﹤0.01%
255
843
$9K ﹤0.01%
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844
$9K ﹤0.01%
640
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845
$9K ﹤0.01%
583
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846
$9K ﹤0.01%
325
847
$9K ﹤0.01%
250
848
$9K ﹤0.01%
25
849
$9K ﹤0.01%
225
-80
850
$8K ﹤0.01%
100
32 33
34
35 36