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
726
$26K ﹤0.01%
146
727
$26K ﹤0.01%
200
728
$26K ﹤0.01%
1,120
729
$26K ﹤0.01%
1,004
730
$26K ﹤0.01%
527
731
$26K ﹤0.01%
+1,666
732
$25K ﹤0.01%
175
733
$25K ﹤0.01%
526
734
$25K ﹤0.01%
1,006
735
$25K ﹤0.01%
639
736
$25K ﹤0.01%
490
737
$25K ﹤0.01%
300
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$25K ﹤0.01%
1,268
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739
$24K ﹤0.01%
848
740
$24K ﹤0.01%
1,170
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741
$24K ﹤0.01%
800
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$24K ﹤0.01%
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$24K ﹤0.01%
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744
$24K ﹤0.01%
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745
$24K ﹤0.01%
250
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746
$24K ﹤0.01%
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747
$24K ﹤0.01%
652
748
$24K ﹤0.01%
895
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749
$23K ﹤0.01%
790
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750
$23K ﹤0.01%
260
28 29
30
31 32