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
$2.42B
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
76
$6.3M 0.26%
263,146
-41,086
77
$5.99M 0.25%
111,039
+23,846
78
$5.74M 0.24%
86,244
-1,736
79
$5.54M 0.23%
140,968
-5,238
80
$5.42M 0.22%
175,255
+18,060
81
$5.39M 0.22%
112,404
-4,350
82
$5.28M 0.22%
44,049
-331
83
$5.2M 0.22%
41,427
+1,685
84
$5.2M 0.22%
70,097
-1,276
85
$5.17M 0.21%
122,120
+24,480
86
$5.11M 0.21%
194,850
-16,686
87
$5.01M 0.21%
69,425
-2,238
88
$5M 0.21%
51,431
+818
89
$4.99M 0.21%
117,985
+519
90
$4.97M 0.21%
32,735
-1,799
91
$4.74M 0.2%
78,238
-1,771
92
$4.73M 0.2%
+216,661
93
$4.42M 0.18%
36,193
+261
94
$4.37M 0.18%
48,767
+21,780
95
$4.32M 0.18%
37,092
+47
96
$4.25M 0.18%
54,819
+54
97
$4.25M 0.18%
58,837
-325
98
$4.23M 0.18%
66,929
+19,351
99
$4.16M 0.17%
79,327
100
$4.14M 0.17%
96,447
-538
2 3
4
5 6