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
$2B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$5.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.17M
5
AZO icon
AutoZone
AZO
+$3.2M

Top Sells

1
+$3.97M
2
+$2.21M
3
+$1.72M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.69M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.47M

Sector Composition

1 Technology 17.34%
2 Healthcare 14%
3 Consumer Discretionary 11.51%
4 Financials 11.38%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$19K ﹤0.01%
100
752
$19K ﹤0.01%
475
753
$18K ﹤0.01%
400
+110
754
$18K ﹤0.01%
200
-130
755
$18K ﹤0.01%
+310
756
$18K ﹤0.01%
373
757
$18K ﹤0.01%
1,700
758
$17K ﹤0.01%
2,200
759
$17K ﹤0.01%
526
760
$17K ﹤0.01%
1,505
761
$17K ﹤0.01%
360
762
$17K ﹤0.01%
125
763
$17K ﹤0.01%
1,000
764
$17K ﹤0.01%
310
765
$17K ﹤0.01%
980
-70
766
$16K ﹤0.01%
450
767
$16K ﹤0.01%
800
768
$16K ﹤0.01%
200
769
$16K ﹤0.01%
647
770
$16K ﹤0.01%
575
771
$16K ﹤0.01%
400
772
$16K ﹤0.01%
800
773
$16K ﹤0.01%
600
774
$15K ﹤0.01%
400
775
$15K ﹤0.01%
1,250
29 30
31
32 33