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
901
$3K ﹤0.01%
75
-745
902
$3K ﹤0.01%
50
903
$3K ﹤0.01%
56
-117
904
$3K ﹤0.01%
67
-128
905
$3K ﹤0.01%
230
906
$3K ﹤0.01%
1,000
907
$3K ﹤0.01%
219
-1,772
908
$3K ﹤0.01%
100
-1,700
909
$3K ﹤0.01%
255
-3
910
$3K ﹤0.01%
484
-309
911
$3K ﹤0.01%
565
-16
912
$3K ﹤0.01%
56
913
$3K ﹤0.01%
500
914
$2K ﹤0.01%
1,000
+700
915
$2K ﹤0.01%
150
916
$2K ﹤0.01%
125
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917
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100
918
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100
919
$2K ﹤0.01%
100
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920
$2K ﹤0.01%
15
921
$2K ﹤0.01%
+130
922
$2K ﹤0.01%
265
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923
$2K ﹤0.01%
26
-11
924
$2K ﹤0.01%
2,368
925
$2K ﹤0.01%
100
35 36
37
38 39