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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
751
$10K ﹤0.01%
310
752
$10K ﹤0.01%
+325
753
$10K ﹤0.01%
+345
754
$10K ﹤0.01%
1,300
+250
755
$10K ﹤0.01%
300
756
$10K ﹤0.01%
236
+206
757
$10K ﹤0.01%
+211
758
$9K ﹤0.01%
192
759
$9K ﹤0.01%
+897
760
$9K ﹤0.01%
+156
761
$9K ﹤0.01%
+389
762
$9K ﹤0.01%
786
+186
763
$9K ﹤0.01%
+125
764
$9K ﹤0.01%
200
765
$9K ﹤0.01%
450
766
$9K ﹤0.01%
680
767
$9K ﹤0.01%
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768
$9K ﹤0.01%
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769
$9K ﹤0.01%
165
770
$9K ﹤0.01%
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771
$9K ﹤0.01%
+93
772
$9K ﹤0.01%
176
-128
773
$9K ﹤0.01%
800
774
$9K ﹤0.01%
+300
775
$9K ﹤0.01%
1,081
29 30
31
32 33