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
826
$14K ﹤0.01%
337
827
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+330
828
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469
829
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380
-1,285
830
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256
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831
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287
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832
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263
833
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700
834
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835
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836
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400
837
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838
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224
839
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384
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840
$13K ﹤0.01%
+404
841
$13K ﹤0.01%
543
842
$13K ﹤0.01%
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843
$13K ﹤0.01%
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844
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124
845
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846
$12K ﹤0.01%
322
847
$12K ﹤0.01%
296
848
$12K ﹤0.01%
314
-96
849
$12K ﹤0.01%
+800
850
$12K ﹤0.01%
520
+304
32 33
34
35 36