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
$2.42B
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
1026
– –
-1,111
1027
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-45
1028
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-1,983
1029
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-712
1030
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-11,000
1031
– –
-2,025
1032
– –
-5,750
1033
– –
-2,000
1034
$0 ﹤0.01%
2,368
1035
– –
-100
1036
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-310
1037
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-473
1038
– –
-424
1039
– –
-4,725
1040
– –
-464
1041
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-246
1042
$0 ﹤0.01%
1
1043
– –
-300
1044
– –
-1,347
1045
– –
-1,440
1046
– –
-1,234
1047
– –
-735
1048
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-686
1049
– –
-1,667
1050
– –
-136
40 41
42
43 44