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
676
$22K ﹤0.01%
+26
677
$22K ﹤0.01%
+406
678
$21K ﹤0.01%
417
+69
679
$21K ﹤0.01%
+334
680
$21K ﹤0.01%
1,650
681
$21K ﹤0.01%
+2,384
682
$21K ﹤0.01%
200
683
$21K ﹤0.01%
+97
684
$21K ﹤0.01%
693
685
$21K ﹤0.01%
1,434
+263
686
$20K ﹤0.01%
797
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687
$20K ﹤0.01%
+247
688
$20K ﹤0.01%
+153
689
$20K ﹤0.01%
450
690
$20K ﹤0.01%
290
691
$19K ﹤0.01%
154
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692
$19K ﹤0.01%
241
693
$19K ﹤0.01%
700
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$19K ﹤0.01%
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695
$19K ﹤0.01%
800
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$19K ﹤0.01%
1,000
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697
$19K ﹤0.01%
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698
$18K ﹤0.01%
99
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699
$18K ﹤0.01%
1,505
+705
700
$18K ﹤0.01%
403
26 27
28
29 30