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
651
$39K ﹤0.01%
876
652
$38K ﹤0.01%
1,363
653
$38K ﹤0.01%
1,000
654
$38K ﹤0.01%
190
+23
655
$38K ﹤0.01%
700
656
$38K ﹤0.01%
304
+267
657
$38K ﹤0.01%
560
658
$38K ﹤0.01%
533
659
$38K ﹤0.01%
494
+187
660
$38K ﹤0.01%
700
661
$37K ﹤0.01%
468
662
$37K ﹤0.01%
1,471
663
$37K ﹤0.01%
629
664
$36K ﹤0.01%
2,244
-1,190
665
$36K ﹤0.01%
1,065
666
$36K ﹤0.01%
674
667
$36K ﹤0.01%
21,040
+16,600
668
$36K ﹤0.01%
724
669
$36K ﹤0.01%
865
670
$36K ﹤0.01%
2,870
671
$36K ﹤0.01%
4,066
672
$36K ﹤0.01%
2,500
673
$36K ﹤0.01%
705
674
$35K ﹤0.01%
854
675
$35K ﹤0.01%
698
25 26
27
28 29