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
826
$9K ﹤0.01%
450
827
$9K ﹤0.01%
173
828
$9K ﹤0.01%
75
829
$9K ﹤0.01%
375
830
$8K ﹤0.01%
200
831
$8K ﹤0.01%
86
832
$8K ﹤0.01%
200
833
$8K ﹤0.01%
392
+111
834
$8K ﹤0.01%
156
835
$8K ﹤0.01%
134
-82
836
$8K ﹤0.01%
139
837
$8K ﹤0.01%
1,500
-750
838
$8K ﹤0.01%
300
839
$8K ﹤0.01%
1,081
840
$8K ﹤0.01%
2,368
841
$7K ﹤0.01%
80
842
$7K ﹤0.01%
117
843
$7K ﹤0.01%
400
844
$7K ﹤0.01%
275
845
$7K ﹤0.01%
+200
846
$7K ﹤0.01%
228
-19
847
$7K ﹤0.01%
680
848
$7K ﹤0.01%
69
849
$7K ﹤0.01%
75
850
$7K ﹤0.01%
82
32 33
34
35 36