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
976
– –
-20
977
– –
-658
978
– –
-681
979
– –
-339,260
980
– –
-51,515
981
– –
-5,000
982
– –
-282
983
– –
-293
984
– –
-853
985
– –
-500
986
$0 ﹤0.01%
375
987
– –
0
988
– –
-4,500
989
– –
-1,403
990
– –
-56
991
– –
-83
992
– –
-23
993
– –
-86
994
– –
-318
995
– –
-218
996
– –
-100
997
– –
-143
998
– –
-112
999
– –
-330
1000
– –
-155
38 39
40
41 42