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
926
$5K ﹤0.01%
18
927
$5K ﹤0.01%
42
928
$5K ﹤0.01%
32
929
$5K ﹤0.01%
300
930
$5K ﹤0.01%
169
931
$5K ﹤0.01%
200
932
$5K ﹤0.01%
53
933
$5K ﹤0.01%
57
934
$5K ﹤0.01%
155
935
$5K ﹤0.01%
170
936
$5K ﹤0.01%
156
937
$5K ﹤0.01%
241
938
$5K ﹤0.01%
174
939
$5K ﹤0.01%
+148
940
$5K ﹤0.01%
64
941
$5K ﹤0.01%
30
942
$5K ﹤0.01%
134
943
$5K ﹤0.01%
250
944
$5K ﹤0.01%
40
945
$5K ﹤0.01%
109
946
$5K ﹤0.01%
99
947
$5K ﹤0.01%
3,200
+1,700
948
$4K ﹤0.01%
97
949
$4K ﹤0.01%
150
950
$4K ﹤0.01%
114
-2,891