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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
651
$25K ﹤0.01%
495
+258
652
$25K ﹤0.01%
1,816
653
$25K ﹤0.01%
485
+110
654
$24K ﹤0.01%
318
+18
655
$24K ﹤0.01%
970
+170
656
$24K ﹤0.01%
650
+75
657
$24K ﹤0.01%
1,216
-920
658
$24K ﹤0.01%
227
-2,273
659
$24K ﹤0.01%
708
+308
660
$24K ﹤0.01%
1,410
+891
661
$24K ﹤0.01%
+3,925
662
$24K ﹤0.01%
1,468
663
$23K ﹤0.01%
+925
664
$23K ﹤0.01%
560
-190
665
$23K ﹤0.01%
933
666
$23K ﹤0.01%
500
667
$23K ﹤0.01%
750
668
$22K ﹤0.01%
384
-4,470
669
$22K ﹤0.01%
472
+231
670
$22K ﹤0.01%
525
671
$22K ﹤0.01%
986
+137
672
$22K ﹤0.01%
1,200
673
$22K ﹤0.01%
700
674
$22K ﹤0.01%
+26
675
$22K ﹤0.01%
+406
25 26
27
28 29