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
1
$72.7M 3.47%
2,635,740
+66,028
2
$57.9M 2.77%
1,863,080
+75,220
3
$50.1M 2.39%
555,779
+17,878
4
$49.4M 2.36%
426,180
+16,766
5
$49.4M 2.36%
1,384,602
+54,490
6
$45.6M 2.18%
523,218
+63,635
7
$45.3M 2.17%
62,686
+1,551
8
$45.1M 2.16%
390,613
+16,469
9
$39.2M 1.87%
1,225,392
+91,553
10
$38.1M 1.82%
372,536
+15,177
11
$37.9M 1.81%
856,869
+72,386
12
$37.1M 1.77%
359,028
+16,445
13
$35.5M 1.69%
577,202
+18,696
14
$35.5M 1.69%
403,113
+16,898
15
$33.2M 1.59%
338,185
+17,829
16
$30.6M 1.46%
311,902
+16,883
17
$30.5M 1.46%
194,727
+12,101
18
$30.3M 1.45%
521,426
+39,998
19
$30.3M 1.45%
232,202
+250
20
$29.5M 1.41%
316,447
+6,820
21
$29.1M 1.39%
329,112
+13,424
22
$29M 1.38%
489,288
+22,700
23
$29M 1.38%
156,281
+5,090
24
$28.5M 1.36%
412,332
+15,908
25
$27.3M 1.3%
876,461
+113,463
1
2 3 4 5