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
526
$73K ﹤0.01%
882
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527
$72K ﹤0.01%
869
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$72K ﹤0.01%
2,769
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$70K ﹤0.01%
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531
$70K ﹤0.01%
4,377
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532
$69K ﹤0.01%
2,460
533
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340
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534
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535
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536
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1,596
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539
$64K ﹤0.01%
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546
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1,478
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547
$62K ﹤0.01%
5,000
548
$62K ﹤0.01%
263
549
$62K ﹤0.01%
3,829
550
$61K ﹤0.01%
1,363
-682
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