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
$2B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$5.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.17M
5
AZO icon
AutoZone
AZO
+$3.2M

Top Sells

1
+$3.97M
2
+$2.21M
3
+$1.72M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.69M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.47M

Sector Composition

1 Technology 17.34%
2 Healthcare 14%
3 Consumer Discretionary 11.51%
4 Financials 11.38%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$63K ﹤0.01%
5,625
577
$63K ﹤0.01%
916
-585
578
$63K ﹤0.01%
820
-14
579
$62K ﹤0.01%
700
-200
580
$62K ﹤0.01%
5,000
581
$62K ﹤0.01%
2,000
582
$61K ﹤0.01%
3,829
583
$60K ﹤0.01%
268
584
$60K ﹤0.01%
1,289
+129
585
$60K ﹤0.01%
2,000
586
$60K ﹤0.01%
1,800
587
$59K ﹤0.01%
965
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588
$59K ﹤0.01%
3,300
589
$59K ﹤0.01%
600
590
$58K ﹤0.01%
825
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591
$58K ﹤0.01%
2,466
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592
$58K ﹤0.01%
661
593
$58K ﹤0.01%
4,377
594
$57K ﹤0.01%
1,250
595
$56K ﹤0.01%
430
596
$56K ﹤0.01%
10,000
597
$56K ﹤0.01%
1,225
598
$55K ﹤0.01%
800
599
$54K ﹤0.01%
1,000
600
$54K ﹤0.01%
250
22 23
24
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