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
$2.22B
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.4M
3
+$8.15M
4
AGN
Allergan plc
AGN
+$8.09M
5
DORM icon
Dorman Products
DORM
+$6.21M

Top Sells

1
+$11.6M
2
+$10M
3
+$7.03M
4
NVS icon
Novartis
NVS
+$6.29M
5
AA icon
Alcoa
AA
+$2.09M

Sector Composition

1 Technology 16.27%
2 Healthcare 13.82%
3 Consumer Discretionary 13.79%
4 Financials 12.71%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$25K ﹤0.01%
500
752
$25K ﹤0.01%
+67
753
$25K ﹤0.01%
1,004
754
$25K ﹤0.01%
542
-627
755
$25K ﹤0.01%
680
756
$25K ﹤0.01%
334
-62
757
$25K ﹤0.01%
475
758
$24K ﹤0.01%
1,430
+590
759
$24K ﹤0.01%
1,000
760
$24K ﹤0.01%
1,020
761
$24K ﹤0.01%
272
+126
762
$24K ﹤0.01%
1,014
-630
763
$24K ﹤0.01%
1,200
764
$24K ﹤0.01%
3,363
765
$24K ﹤0.01%
260
766
$24K ﹤0.01%
638
+238
767
$24K ﹤0.01%
750
768
$23K ﹤0.01%
681
-2,501
769
$23K ﹤0.01%
1,650
770
$23K ﹤0.01%
1,200
771
$23K ﹤0.01%
378
-238
772
$23K ﹤0.01%
13,158
773
$22K ﹤0.01%
38
+25
774
$22K ﹤0.01%
405
-661
775
$22K ﹤0.01%
270
29 30
31
32 33