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
451
$122K 0.01%
8,393
+893
452
$121K 0.01%
8,500
453
$121K 0.01%
1,101
454
$117K ﹤0.01%
2,447
-213
455
$117K ﹤0.01%
2,228
456
$117K ﹤0.01%
3,409
457
$117K ﹤0.01%
3,000
458
$116K ﹤0.01%
2,543
+1,941
459
$116K ﹤0.01%
7,341
460
$115K ﹤0.01%
2,978
-51
461
$114K ﹤0.01%
1,773
462
$112K ﹤0.01%
3,176
-1,000
463
$111K ﹤0.01%
2,065
464
$110K ﹤0.01%
2,000
465
$109K ﹤0.01%
1,658
-500
466
$108K ﹤0.01%
925
467
$107K ﹤0.01%
850
468
$107K ﹤0.01%
6,455
-195
469
$106K ﹤0.01%
2,500
470
$105K ﹤0.01%
4,500
+1,000
471
$105K ﹤0.01%
1,433
472
$105K ﹤0.01%
1,073
+229
473
$103K ﹤0.01%
3,049
474
$102K ﹤0.01%
1,424
-58
475
$102K ﹤0.01%
2,182
+1,161
17 18
19
20 21