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
1001
$1K ﹤0.01%
38
1002
$1K ﹤0.01%
50
1003
$1K ﹤0.01%
25
1004
$1K ﹤0.01%
43
-261
1005
$1K ﹤0.01%
65
1006
$1K ﹤0.01%
125
1007
$1K ﹤0.01%
72
1008
$1K ﹤0.01%
1,625
1009
$1K ﹤0.01%
37
1010
$1K ﹤0.01%
50
1011
$1K ﹤0.01%
+25
1012
$1K ﹤0.01%
74
1013
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28
1014
$1K ﹤0.01%
500
1015
$1K ﹤0.01%
22
1016
$1K ﹤0.01%
+100
1017
– –
-445
1018
– –
-161,701
1019
– –
-2,000
1020
– –
-225
1021
– –
-12
1022
– –
-464
1023
– –
-246
1024
$0 ﹤0.01%
1
1025
– –
-300
39 40
41
42 43