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
126
$2.17M 0.09%
9,059
+65
127
$2.13M 0.09%
131,212
+5,228
128
$2.11M 0.09%
63,496
+380
129
$2.1M 0.09%
26,139
+483
130
$2.09M 0.09%
29,269
131
$2.08M 0.09%
86,400
+3,864
132
$2.04M 0.08%
25,301
+213
133
$1.95M 0.08%
11,714
-393
134
$1.85M 0.08%
28,881
+17,503
135
$1.85M 0.08%
17,730
-754
136
$1.83M 0.08%
33,858
-1,377
137
$1.81M 0.08%
10,269
+40
138
$1.81M 0.08%
36,972
-585
139
$1.8M 0.07%
21,031
-50
140
$1.79M 0.07%
14,171
+149
141
$1.77M 0.07%
57,848
+1,964
142
$1.76M 0.07%
15,225
+500
143
$1.74M 0.07%
41,822
+650
144
$1.73M 0.07%
98,908
145
$1.71M 0.07%
39,626
-200
146
$1.68M 0.07%
21,600
147
$1.68M 0.07%
19,323
-7,700
148
$1.58M 0.07%
10,167
149
$1.54M 0.06%
8,810
-307
150
$1.54M 0.06%
25,960
-1,065
4 5
6
7 8