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
1026
– –
-751
1027
– –
-227
1028
$0 ﹤0.01%
+4
1029
– –
-500
1030
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-367
1031
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-430
1032
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-4,325
1033
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-227
1034
– –
-9,900
1035
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-552
1036
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-455
1037
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-1,453
1038
– –
-200
1039
– –
-2,000
1040
– –
-612
1041
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-1,000
1042
– –
-148
1043
– –
-2,498
1044
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1045
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-1,421
1046
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-101
1047
– –
-947
1048
$0 ﹤0.01%
38
1049
– –
-4,140
1050
– –
-480
40 41
42
43 44