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
$2.42B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.5M
3
+$12.6M
4
AMZN icon
Amazon
AMZN
+$8.8M
5
JBL icon
Jabil
JBL
+$4.51M

Top Sells

1
+$20.1M
2
+$15.5M
3
+$7M
4
EMC
EMC CORPORATION
EMC
+$4.39M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.09M

Sector Composition

1 Technology 16.6%
2 Healthcare 14.81%
3 Consumer Discretionary 14.21%
4 Financials 13.62%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17K ﹤0.01%
3,250
802
$17K ﹤0.01%
133
803
$17K ﹤0.01%
6,000
804
$17K ﹤0.01%
200
805
$17K ﹤0.01%
800
806
$16K ﹤0.01%
+300
807
$16K ﹤0.01%
553
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808
$16K ﹤0.01%
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809
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933
810
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127
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812
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400
815
$15K ﹤0.01%
1,020
816
$15K ﹤0.01%
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817
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$15K ﹤0.01%
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$15K ﹤0.01%
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$15K ﹤0.01%
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$15K ﹤0.01%
400
823
$15K ﹤0.01%
294
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824
$15K ﹤0.01%
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825
$15K ﹤0.01%
+557
31 32
33
34 35