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
151
$1.46M 0.07%
39,402
-38,570
152
$1.43M 0.07%
22,291
+468
153
$1.4M 0.07%
17,235
-498
154
$1.34M 0.06%
4,609
+24
155
$1.33M 0.06%
31,290
+5,275
156
$1.32M 0.06%
33,950
-294
157
$1.32M 0.06%
15,959
158
$1.32M 0.06%
12,091
+4,628
159
$1.31M 0.06%
27,621
-812
160
$1.29M 0.06%
31,525
-5,845
161
$1.29M 0.06%
77,550
162
$1.28M 0.06%
16,215
-150
163
$1.26M 0.06%
30,067
-3,525
164
$1.25M 0.06%
9,644
+36
165
$1.25M 0.06%
33,425
-6,585
166
$1.24M 0.06%
21,835
-376
167
$1.24M 0.06%
30,625
-2,165
168
$1.23M 0.06%
39,765
-25,582
169
$1.22M 0.06%
47,940
-4,000
170
$1.22M 0.06%
13,663
+579
171
$1.2M 0.06%
22,725
+17,392
172
$1.19M 0.06%
54,400
-500
173
$1.17M 0.06%
8,433
-248
174
$1.17M 0.06%
20,477
175
$1.16M 0.06%
16,425
-203
5 6
7
8 9