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
826
$14K ﹤0.01%
469
827
$14K ﹤0.01%
380
-1,285
828
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256
-132
829
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287
-86
830
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263
831
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700
832
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337
833
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600
834
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196
835
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400
836
$14K ﹤0.01%
+330
837
$13K ﹤0.01%
186
838
$13K ﹤0.01%
224
839
$13K ﹤0.01%
384
+214
840
$13K ﹤0.01%
+404
841
$13K ﹤0.01%
543
842
$13K ﹤0.01%
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843
$13K ﹤0.01%
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844
$13K ﹤0.01%
124
845
$13K ﹤0.01%
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846
$12K ﹤0.01%
322
847
$12K ﹤0.01%
296
848
$12K ﹤0.01%
314
-96
849
$12K ﹤0.01%
+800
850
$12K ﹤0.01%
520
+304
32 33
34
35 36