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
851
$8K ﹤0.01%
+265
852
$8K ﹤0.01%
156
853
$8K ﹤0.01%
118
854
$8K ﹤0.01%
200
855
$8K ﹤0.01%
257
-424
856
$8K ﹤0.01%
100
857
$8K ﹤0.01%
335
+136
858
$8K ﹤0.01%
+241
859
$7K ﹤0.01%
600
860
$7K ﹤0.01%
69
861
$7K ﹤0.01%
165
862
$7K ﹤0.01%
2,915
863
$7K ﹤0.01%
92
864
$7K ﹤0.01%
166
865
$7K ﹤0.01%
200
866
$7K ﹤0.01%
1,968
+1,903
867
$6K ﹤0.01%
806
868
$6K ﹤0.01%
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869
$6K ﹤0.01%
82
870
$6K ﹤0.01%
75
871
$6K ﹤0.01%
67
872
$6K ﹤0.01%
107
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873
$6K ﹤0.01%
1,000
-59
874
$6K ﹤0.01%
480
875
$6K ﹤0.01%
200
33 34
35
36 37