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
1
$70.3M 2.91%
2,487,132
+40,688
2
$67M 2.77%
478,301
-320
3
$64.2M 2.66%
629,057
-48,226
4
$61.6M 2.55%
605,218
-2,701
5
$60M 2.48%
78,052
-3,933
6
$59M 2.44%
1,023,875
+108
7
$54.5M 2.26%
433,910
+2,270
8
$53.9M 2.23%
418,879
+4,299
9
$52.3M 2.17%
1,399,744
-3,988
10
$50M 2.07%
440,843
-1,478
11
$47.1M 1.95%
1,682,534
+21,578
12
$46.6M 1.93%
292,672
+11,356
13
$45.4M 1.88%
1,168,840
-1,220
14
$44.8M 1.85%
366,842
+2,016
15
$41.4M 1.71%
621,900
+12,084
16
$40.4M 1.67%
818,422
-61,528
17
$40.4M 1.67%
1,263,383
+54,364
18
$39.9M 1.65%
1,563,670
+42,214
19
$38.6M 1.6%
922,000
+230,020
20
$38.3M 1.58%
486,894
+9,745
21
$38.1M 1.58%
322,577
+16,489
22
$37.3M 1.54%
204,405
+2,387
23
$36.9M 1.53%
250,291
+654
24
$36.2M 1.5%
457,105
-448
25
$35.6M 1.48%
154,788
+1,396
1
2 3 4 5