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
876
$6K ﹤0.01%
480
877
$6K ﹤0.01%
1,000
-59
878
$6K ﹤0.01%
107
+57
879
$6K ﹤0.01%
67
880
$5K ﹤0.01%
102
881
$5K ﹤0.01%
+203
882
$5K ﹤0.01%
2,000
883
$5K ﹤0.01%
+117
884
$5K ﹤0.01%
105
885
$5K ﹤0.01%
333
886
$5K ﹤0.01%
235
887
$5K ﹤0.01%
2,000
888
$4K ﹤0.01%
140
889
$4K ﹤0.01%
+9
890
$4K ﹤0.01%
37
-725
891
$4K ﹤0.01%
66
892
$4K ﹤0.01%
+100
893
$4K ﹤0.01%
200
894
$4K ﹤0.01%
+75
895
$4K ﹤0.01%
74
896
$4K ﹤0.01%
150
897
$4K ﹤0.01%
184
898
$4K ﹤0.01%
105
899
$4K ﹤0.01%
212
900
$3K ﹤0.01%
100
-2,900
34 35
36
37 38