EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$25.9M
2
+$21.5M
3
+$12.6M
4
AMZN icon
Amazon
AMZN
+$8.8M
5
JBL icon
Jabil
JBL
+$4.51M

Top Sells

1
+$20.1M
2
+$15.5M
3
+$7M
4
EMC
EMC CORPORATION
EMC
+$4.39M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.09M

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
326
$263K 0.01%
+12,159
327
$262K 0.01%
+13,333
328
$260K 0.01%
6,412
-1,317
329
$258K 0.01%
1,300
+475
330
$257K 0.01%
10,807
331
$254K 0.01%
3,400
332
$254K 0.01%
15,018
333
$252K 0.01%
6,250
-6,025
334
$252K 0.01%
7,941
-1,625
335
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3,614
-650
336
$250K 0.01%
10,585
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337
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338
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339
$241K 0.01%
9,985
340
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7,200
341
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5,400
342
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343
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344
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345
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17,250
-19,875
346
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3,317
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347
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2,215
-55
348
$232K 0.01%
2,406
349
$230K 0.01%
1,669
+161
350
$228K 0.01%
5,343
-6
12 13
14
15 16