EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
951
– –
-10,000
952
– –
-78
953
– –
-364
954
– –
-2,000
955
$0 ﹤0.01%
800
956
– –
-103
957
– –
-193
958
$0 ﹤0.01%
5
959
– –
-464
960
– –
-607
961
– –
-22
962
$0 ﹤0.01%
+7
963
– –
-172
964
– –
-493
965
$0 ﹤0.01%
3
-1
966
$0 ﹤0.01%
500
967
– –
-47
968
$0 ﹤0.01%
200
969
– –
-160
970
– –
-20
971
– –
-658
972
– –
-69,883
973
– –
-16,498
974
– –
-681
975
– –
-339,260
37 38
39
40 41