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
$2.09B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11M
4
AGN
Allergan plc
AGN
+$9.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.74M

Top Sells

1
+$20.4M
2
+$17.1M
3
+$6.49M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.47M
5
MRO
Marathon Oil Corporation
MRO
+$3.83M

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 15.61%
3 Healthcare 13.84%
4 Financials 13.03%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$22K ﹤0.01%
260
727
$22K ﹤0.01%
3,000
728
$21K ﹤0.01%
1,060
729
$21K ﹤0.01%
+50
730
$21K ﹤0.01%
2,060
-2,520
731
$21K ﹤0.01%
4,528
732
$21K ﹤0.01%
165
733
$21K ﹤0.01%
250
734
$21K ﹤0.01%
+500
735
$20K ﹤0.01%
+1,630
736
$20K ﹤0.01%
241
737
$20K ﹤0.01%
+400
738
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405
739
$20K ﹤0.01%
800
740
$20K ﹤0.01%
284
741
$20K ﹤0.01%
560
742
$20K ﹤0.01%
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743
$20K ﹤0.01%
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744
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600
745
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746
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38
747
$20K ﹤0.01%
500
748
$20K ﹤0.01%
1,500
749
$19K ﹤0.01%
533
750
$19K ﹤0.01%
800
28 29
30
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