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
926
$2K ﹤0.01%
+400
927
$1K ﹤0.01%
30
928
$1K ﹤0.01%
+112
929
$1K ﹤0.01%
26
-1,690
930
$1K ﹤0.01%
22
931
$1K ﹤0.01%
37
932
$1K ﹤0.01%
500
933
$1K ﹤0.01%
1,144
934
$1K ﹤0.01%
72
935
$1K ﹤0.01%
+1
936
$1K ﹤0.01%
1
937
$1K ﹤0.01%
50
938
$1K ﹤0.01%
74
939
$1K ﹤0.01%
1,500
940
– –
-47
941
$0 ﹤0.01%
5
942
– –
-1
943
– –
-57
944
– –
-500
945
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-156
946
– –
-112
947
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-233
948
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-128
949
– –
-730
950
– –
-139
36 37
38
39 40