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
201
$784K 0.03%
533
-10
202
$773K 0.03%
30,397
+1,050
203
$768K 0.03%
9,925
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204
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16,268
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205
$759K 0.03%
6,998
-47
206
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+17,717
207
$740K 0.03%
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208
$705K 0.03%
7,427
209
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6,634
210
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5,885
211
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38,433
+1,000
212
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213
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19,015
-2,610
214
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215
$674K 0.03%
35,995
+5,605
216
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217
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218
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22,062
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219
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5,252
220
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10,095
221
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21,156
222
$630K 0.03%
9,938
223
$629K 0.03%
7,808
-1,000
224
$616K 0.03%
20,431
+2,345
225
$615K 0.03%
10,730
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