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
151
$1.51M 0.06%
49,796
-10,604
152
$1.49M 0.06%
17,990
+1,584
153
$1.46M 0.06%
19,615
+263
154
$1.45M 0.06%
77,550
-1,830
155
$1.42M 0.06%
17,623
+558
156
$1.41M 0.06%
54,725
157
$1.41M 0.06%
4,501
+28
158
$1.38M 0.06%
17,047
-20
159
$1.35M 0.06%
16,600
160
$1.32M 0.05%
19,224
+1,317
161
$1.28M 0.05%
20,000
-1,555
162
$1.28M 0.05%
28,194
+1,099
163
$1.28M 0.05%
29,808
164
$1.24M 0.05%
33,180
-1,111
165
$1.24M 0.05%
22,021
166
$1.23M 0.05%
+38,944
167
$1.2M 0.05%
10,797
+863
168
$1.19M 0.05%
22,060
-560
169
$1.19M 0.05%
32,742
170
$1.17M 0.05%
50,584
+9,917
171
$1.12M 0.05%
12,384
-365
172
$1.11M 0.05%
22,276
-600
173
$1.04M 0.04%
23,449
-532,951
174
$1M 0.04%
18,981
+308
175
$979K 0.04%
+75,020
5 6
7
8 9