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
1001
– –
-612
1002
– –
-1,000
1003
– –
-148
1004
– –
-2,498
1005
– –
-140
1006
– –
-1,421
1007
– –
-101
1008
– –
-947
1009
$0 ﹤0.01%
38
1010
– –
-367
1011
– –
-4,140
1012
– –
-480
1013
– –
-167
1014
– –
-406
1015
– –
-445
1016
– –
-3,547
1017
– –
-100
1018
– –
-124
1019
– –
-33
1020
– –
-892
1021
– –
-290
1022
– –
-713
1023
– –
-464
1024
– –
-23
1025
– –
-86
39 40
41
42 43