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
76
$6.07M 0.29%
113,130
-2,844
77
$5.81M 0.28%
95,255
+1,912
78
$5.79M 0.28%
235,643
+170,897
79
$5.71M 0.27%
96,307
+23,663
80
$5.67M 0.27%
89,378
-2,111
81
$5.64M 0.27%
76,010
-1,000
82
$5.6M 0.27%
102,960
+2,890
83
$5.49M 0.26%
39,643
-1,297
84
$5.48M 0.26%
75,271
-6
85
$5.45M 0.26%
499,966
-97,123
86
$5.36M 0.26%
50,109
-8,263
87
$5.23M 0.25%
75,879
-601
88
$5.09M 0.24%
126,733
+11,206
89
$5.09M 0.24%
54,724
-2,184
90
$4.93M 0.24%
117,404
-70
91
$4.86M 0.23%
177,805
-8,850
92
$4.69M 0.22%
59,120
-1,000
93
$4.44M 0.21%
298,898
+98,908
94
$4.3M 0.21%
104,887
-1,345
95
$4.21M 0.2%
104,861
+12,504
96
$4.09M 0.2%
37,433
-4,653
97
$3.85M 0.18%
46,778
-380
98
$3.84M 0.18%
57,994
-770
99
$3.77M 0.18%
39,065
-1
100
$3.71M 0.18%
19
2 3
4
5 6