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
101
$3.58M 0.17%
36,358
-1,678
102
$3.56M 0.17%
105,914
-3,678
103
$3.49M 0.17%
37,096
+272
104
$3.41M 0.16%
42,905
-2,508
105
$3.32M 0.16%
122,380
106
$3.3M 0.16%
119,159
-24,917
107
$3.19M 0.15%
72,212
-10,834
108
$2.96M 0.14%
27,439
-12,340
109
$2.88M 0.14%
60,080
-2,814
110
$2.83M 0.14%
97,452
+724
111
$2.74M 0.13%
25,365
-365
112
$2.67M 0.13%
46,642
113
$2.64M 0.13%
54,741
-8,972
114
$2.58M 0.12%
23,509
-1,660
115
$2.57M 0.12%
38,172
116
$2.34M 0.11%
94,963
-11,293
117
$2.33M 0.11%
25,954
-1,248
118
$2.33M 0.11%
33,432
119
$2.28M 0.11%
52,483
-753
120
$2.23M 0.11%
26,621
-167
121
$2.08M 0.1%
20,943
+7,376
122
$2.04M 0.1%
17,860
123
$2.01M 0.1%
18,592
+167
124
$2M 0.1%
26,011
-486
125
$1.98M 0.09%
36,448
-42
3 4
5
6 7