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
201
$787K 0.04%
9,264
-913
202
$781K 0.04%
15,530
-1,124
203
$777K 0.04%
91,900
204
$776K 0.04%
10,801
+277
205
$759K 0.04%
8,950
206
$757K 0.04%
5,788
+251
207
$756K 0.04%
6,527
-4,221
208
$749K 0.04%
15,500
209
$747K 0.04%
15,482
210
$743K 0.04%
13,997
+3,997
211
$742K 0.04%
6,094
+5,500
212
$739K 0.04%
12,315
-330
213
$727K 0.03%
15,714
214
$712K 0.03%
9,211
-15
215
$698K 0.03%
6,594
216
$683K 0.03%
7,583
217
$682K 0.03%
13,738
+6,004
218
$672K 0.03%
17,054
+1,038
219
$671K 0.03%
8,873
-4,043
220
$669K 0.03%
13,067
-170
221
$665K 0.03%
7,587
+123
222
$664K 0.03%
6,069
-25
223
$655K 0.03%
48,800
224
$650K 0.03%
6,300
+700
225
$648K 0.03%
3,980
7 8
9
10 11