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
726
$14K ﹤0.01%
800
727
$14K ﹤0.01%
600
728
$14K ﹤0.01%
3
729
$14K ﹤0.01%
+619
730
$13K ﹤0.01%
290
731
$13K ﹤0.01%
184
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732
$13K ﹤0.01%
543
733
$13K ﹤0.01%
+257
734
$13K ﹤0.01%
2,250
735
$13K ﹤0.01%
1,670
736
$12K ﹤0.01%
+2,568
737
$12K ﹤0.01%
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738
$12K ﹤0.01%
+710
739
$12K ﹤0.01%
+1,247
740
$12K ﹤0.01%
1,000
741
$12K ﹤0.01%
2,368
742
$12K ﹤0.01%
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743
$11K ﹤0.01%
760
744
$11K ﹤0.01%
161
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745
$11K ﹤0.01%
133
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746
$11K ﹤0.01%
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747
$11K ﹤0.01%
378
748
$11K ﹤0.01%
558
749
$11K ﹤0.01%
+197
750
$10K ﹤0.01%
300
28 29
30
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