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
176
$1.14M 0.05%
72,532
-12,762
177
$1.13M 0.05%
24,045
178
$1.09M 0.05%
14,998
-2,131
179
$1.05M 0.05%
26,261
-6,192
180
$1.04M 0.05%
15,005
-1,830
181
$983K 0.05%
4,273
-884
182
$977K 0.05%
14,595
-8,167
183
$976K 0.05%
13,582
-1,301
184
$972K 0.05%
14,830
185
$953K 0.05%
45,875
+1,198
186
$933K 0.04%
7,000
187
$929K 0.04%
22,600
+146
188
$925K 0.04%
30,167
+502
189
$917K 0.04%
13,650
-3,150
190
$892K 0.04%
1,911
-7
191
$890K 0.04%
9,543
192
$863K 0.04%
14,700
193
$863K 0.04%
18,400
194
$859K 0.04%
13,032
-770
195
$829K 0.04%
13,710
-650
196
$825K 0.04%
25,180
-7,235
197
$823K 0.04%
53,387
-201,590
198
$809K 0.04%
9,445
-1,065
199
$806K 0.04%
8,170
200
$801K 0.04%
1,711
6 7
8
9 10