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
$2.22B
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.4M
3
+$8.15M
4
AGN
Allergan plc
AGN
+$8.09M
5
DORM icon
Dorman Products
DORM
+$6.21M

Top Sells

1
+$11.6M
2
+$10M
3
+$7.03M
4
NVS icon
Novartis
NVS
+$6.29M
5
AA icon
Alcoa
AA
+$2.09M

Sector Composition

1 Technology 16.27%
2 Healthcare 13.82%
3 Consumer Discretionary 13.79%
4 Financials 12.71%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$270K 0.01%
6,062
377
$270K 0.01%
4,907
378
$266K 0.01%
5,000
-40
379
$266K 0.01%
5,800
380
$263K 0.01%
4,064
-183
381
$263K 0.01%
7,851
-326
382
$263K 0.01%
14,610
383
$256K 0.01%
+9,000
384
$250K 0.01%
2,232
+249
385
$250K 0.01%
15,450
386
$248K 0.01%
20,550
+1,800
387
$248K 0.01%
5,998
388
$244K 0.01%
3,784
389
$242K 0.01%
7,317
-21
390
$242K 0.01%
4,647
-546
391
$240K 0.01%
1,950
392
$239K 0.01%
10,146
-3,654
393
$236K 0.01%
8,000
394
$234K 0.01%
+5,000
395
$232K 0.01%
4,100
+100
396
$229K 0.01%
5,705
-816
397
$227K 0.01%
12,075
-50
398
$227K 0.01%
10,000
399
$227K 0.01%
10,426
-341
400
$223K 0.01%
3,067
+1,278
14 15
16
17 18