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
1001
– –
-2,000
1002
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-75
1003
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-125
1004
– –
-62
1005
– –
-339
1006
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-176
1007
– –
-1,000
1008
– –
-404
1009
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-133
1010
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-322
1011
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-430
1012
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-406
1013
– –
-10,300
1014
– –
-8
1015
– –
-3,438
1016
– –
-390
1017
– –
-37
1018
$0 ﹤0.01%
37
1019
– –
-206
1020
$0 ﹤0.01%
1
1021
– –
-1,016
1022
– –
-193
1023
$0 ﹤0.01%
5
1024
– –
-69,883
1025
– –
-16,498
39 40
41
42 43