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
676
$35K ﹤0.01%
3,888
677
$35K ﹤0.01%
5,500
678
$34K ﹤0.01%
1,228
679
$34K ﹤0.01%
685
+465
680
$34K ﹤0.01%
+4,000
681
$34K ﹤0.01%
+1,200
682
$34K ﹤0.01%
1,000
683
$33K ﹤0.01%
532
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684
$33K ﹤0.01%
+3,068
685
$33K ﹤0.01%
428
686
$33K ﹤0.01%
1,030
687
$33K ﹤0.01%
2,315
688
$33K ﹤0.01%
779
689
$33K ﹤0.01%
695
690
$33K ﹤0.01%
256
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691
$33K ﹤0.01%
+1,132
692
$33K ﹤0.01%
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811
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$32K ﹤0.01%
300
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$32K ﹤0.01%
556
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$32K ﹤0.01%
204
697
$32K ﹤0.01%
1,121
-163
698
$32K ﹤0.01%
3,000
699
$32K ﹤0.01%
591
700
$31K ﹤0.01%
1,050
26 27
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