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
801
$12K ﹤0.01%
300
802
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135
803
$12K ﹤0.01%
200
804
$12K ﹤0.01%
300
805
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250
806
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144
+130
807
$12K ﹤0.01%
200
808
$12K ﹤0.01%
400
809
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810
$12K ﹤0.01%
1,000
811
$11K ﹤0.01%
205
812
$11K ﹤0.01%
166
813
$11K ﹤0.01%
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814
$11K ﹤0.01%
127
815
$10K ﹤0.01%
192
816
$10K ﹤0.01%
325
817
$10K ﹤0.01%
600
818
$10K ﹤0.01%
25
819
$10K ﹤0.01%
200
820
$10K ﹤0.01%
+222
821
$10K ﹤0.01%
350
-100
822
$10K ﹤0.01%
200
823
$9K ﹤0.01%
225
824
$9K ﹤0.01%
235
825
$9K ﹤0.01%
250
31 32
33
34 35