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
101
$3.85M 0.16%
43,248
-206
102
$3.64M 0.15%
31,583
-2,430
103
$3.6M 0.15%
45,039
+27,170
104
$3.52M 0.15%
79,878
+14,429
105
$3.5M 0.15%
93,112
+31,335
106
$3.48M 0.14%
66,878
+2,798
107
$3.34M 0.14%
26,910
-357
108
$3.26M 0.14%
59,892
-2,210
109
$3.12M 0.13%
24,298
-70
110
$3.05M 0.13%
23,564
-35
111
$2.98M 0.12%
30,000
112
$2.95M 0.12%
82,142
-542
113
$2.94M 0.12%
24,162
-1,300
114
$2.68M 0.11%
25,636
-25
115
$2.59M 0.11%
12
-1
116
$2.58M 0.11%
22,526
-498
117
$2.56M 0.11%
38,293
-850
118
$2.5M 0.1%
40,980
119
$2.45M 0.1%
22,079
+749
120
$2.4M 0.1%
34,506
-11,007
121
$2.38M 0.1%
5,674
-119
122
$2.38M 0.1%
34,760
-15,619
123
$2.31M 0.1%
53,117
+437
124
$2.23M 0.09%
32,093
+66
125
$2.21M 0.09%
6,113
+388
3 4
5
6 7