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
626
$45K ﹤0.01%
560
627
$45K ﹤0.01%
1,600
628
$45K ﹤0.01%
1,135
-139
629
$44K ﹤0.01%
1,000
630
$44K ﹤0.01%
3,000
631
$44K ﹤0.01%
335
-121
632
$43K ﹤0.01%
947
633
$43K ﹤0.01%
844
634
$43K ﹤0.01%
510
-94
635
$43K ﹤0.01%
5,700
636
$43K ﹤0.01%
250
637
$42K ﹤0.01%
2,640
638
$42K ﹤0.01%
1,010
639
$42K ﹤0.01%
800
640
$42K ﹤0.01%
736
641
$40K ﹤0.01%
3,213
642
$40K ﹤0.01%
2,000
643
$40K ﹤0.01%
1,300
-85
644
$40K ﹤0.01%
1,500
645
$39K ﹤0.01%
271
646
$39K ﹤0.01%
324
-324
647
$37K ﹤0.01%
553
-36
648
$37K ﹤0.01%
400
649
$37K ﹤0.01%
974
+300
650
$37K ﹤0.01%
370
+300
24 25
26
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