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
126
$1.98M 0.09%
50,266
-27,133
127
$1.97M 0.09%
16,146
+350
128
$1.96M 0.09%
6,878
-25
129
$1.92M 0.09%
21,260
+18
130
$1.91M 0.09%
88,554
+1,041
131
$1.89M 0.09%
27,269
-300
132
$1.85M 0.09%
47,632
-4,060
133
$1.78M 0.08%
32,766
+10,766
134
$1.73M 0.08%
10,126
135
$1.73M 0.08%
40,571
+225
136
$1.71M 0.08%
30,031
+1,054
137
$1.71M 0.08%
17,974
+224
138
$1.7M 0.08%
8,226
-47
139
$1.67M 0.08%
68,620
-2,288
140
$1.66M 0.08%
+23,452
141
$1.65M 0.08%
15,025
+175
142
$1.64M 0.08%
128,448
+1,072
143
$1.63M 0.08%
44,390
-4
144
$1.62M 0.08%
18,978
-165
145
$1.58M 0.08%
58,800
-1,500
146
$1.58M 0.08%
5,311
+104
147
$1.52M 0.07%
11,029
-1,193
148
$1.52M 0.07%
10,981
+53
149
$1.52M 0.07%
45,804
-65,542
150
$1.47M 0.07%
11,959
-501
4 5
6
7 8