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
851
$12K ﹤0.01%
400
852
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325
853
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+613
854
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864
855
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413
856
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422
857
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+130
858
$11K ﹤0.01%
184
+115
859
$11K ﹤0.01%
361
860
$11K ﹤0.01%
2,000
861
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275
862
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483
-100
863
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189
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864
$10K ﹤0.01%
108
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865
$10K ﹤0.01%
640
866
$10K ﹤0.01%
301
867
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203
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868
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131
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869
$10K ﹤0.01%
500
870
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871
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220
872
$10K ﹤0.01%
500
873
$10K ﹤0.01%
+503
874
$10K ﹤0.01%
383
875
$10K ﹤0.01%
300
33 34
35
36 37