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
$2.09B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11M
4
AGN
Allergan plc
AGN
+$9.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.74M

Top Sells

1
+$20.4M
2
+$17.1M
3
+$6.49M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.47M
5
MRO
Marathon Oil Corporation
MRO
+$3.83M

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 15.61%
3 Healthcare 13.84%
4 Financials 13.03%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$11K ﹤0.01%
+218
827
$11K ﹤0.01%
800
828
$11K ﹤0.01%
796
829
$10K ﹤0.01%
155
830
$10K ﹤0.01%
183
+75
831
$10K ﹤0.01%
300
832
$10K ﹤0.01%
+71
833
$10K ﹤0.01%
321
-56
834
$10K ﹤0.01%
200
835
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200
836
$10K ﹤0.01%
250
-104
837
$10K ﹤0.01%
212
-330
838
$10K ﹤0.01%
200
839
$9K ﹤0.01%
255
840
$9K ﹤0.01%
345
841
$9K ﹤0.01%
518
842
$9K ﹤0.01%
640
-790
843
$9K ﹤0.01%
583
-469
844
$9K ﹤0.01%
325
845
$9K ﹤0.01%
250
846
$9K ﹤0.01%
25
847
$9K ﹤0.01%
225
-80
848
$9K ﹤0.01%
93
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849
$9K ﹤0.01%
383
850
$8K ﹤0.01%
118
32 33
34
35 36