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
776
$15K ﹤0.01%
550
777
$15K ﹤0.01%
152
778
$15K ﹤0.01%
345
779
$15K ﹤0.01%
219
+150
780
$14K ﹤0.01%
513
+145
781
$14K ﹤0.01%
500
782
$14K ﹤0.01%
619
783
$14K ﹤0.01%
469
784
$14K ﹤0.01%
800
785
$14K ﹤0.01%
300
786
$14K ﹤0.01%
538
+153
787
$14K ﹤0.01%
145
788
$14K ﹤0.01%
266
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789
$14K ﹤0.01%
378
790
$14K ﹤0.01%
165
791
$14K ﹤0.01%
235
+66
792
$14K ﹤0.01%
725
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793
$14K ﹤0.01%
436
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794
$14K ﹤0.01%
3
795
$14K ﹤0.01%
155
796
$13K ﹤0.01%
65
-5
797
$13K ﹤0.01%
800
798
$13K ﹤0.01%
362
799
$13K ﹤0.01%
543
800
$12K ﹤0.01%
320
30 31
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