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
$1.75B
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.29M
3
+$1.68M
4
DDD icon
3D Systems Corp
DDD
+$1.62M
5
ACN icon
Accenture
ACN
+$1.51M

Top Sells

1
+$39.5M
2
+$10.2M
3
+$5.15M
4
AAPL icon
Apple
AAPL
+$4.77M
5
XYL icon
Xylem
XYL
+$4.62M

Sector Composition

1 Technology 16.39%
2 Consumer Discretionary 11.77%
3 Healthcare 11.65%
4 Financials 11.36%
5 Energy 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$197K 0.01%
5,394
-524
402
$196K 0.01%
4,067
+67
403
$195K 0.01%
14,633
+133
404
$186K 0.01%
3,500
405
$185K 0.01%
3,703
+439
406
$183K 0.01%
3,428
407
$179K 0.01%
8,594
+554
408
$177K 0.01%
2,270
409
$175K 0.01%
8,166
-10,834
410
$172K 0.01%
3,392
411
$170K 0.01%
10,000
-20,000
412
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2,589
-376
413
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4,425
-2,124
414
$165K 0.01%
17,760
415
$163K 0.01%
6,018
+737
416
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14,800
417
$162K 0.01%
218,600
+100,000
418
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3,307
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419
$158K 0.01%
2,330
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420
$157K 0.01%
8,258
-176
421
$157K 0.01%
1,550
422
$157K 0.01%
2,763
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423
$156K 0.01%
4,730
-893
424
$152K 0.01%
1,363
+40
425
$151K 0.01%
3,116
+2,969
15 16
17
18 19