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
$1.75B
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.29M
3
+$1.68M
4
DDD icon
3D Systems Corp
DDD
+$1.62M
5
ACN icon
Accenture
ACN
+$1.51M

Top Sells

1
+$39.5M
2
+$10.2M
3
+$5.15M
4
AAPL icon
Apple
AAPL
+$4.77M
5
XYL icon
Xylem
XYL
+$4.62M

Sector Composition

1 Technology 16.39%
2 Consumer Discretionary 11.77%
3 Healthcare 11.65%
4 Financials 11.36%
5 Energy 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
+270
852
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+146
853
$5K ﹤0.01%
+300
854
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+120
855
$5K ﹤0.01%
+612
856
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+2,293
857
$5K ﹤0.01%
67
858
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+132
859
$5K ﹤0.01%
+2,549
860
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+117
861
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+45
862
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+402
863
$5K ﹤0.01%
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864
$5K ﹤0.01%
+188
865
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+165
866
$5K ﹤0.01%
100
867
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868
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869
$5K ﹤0.01%
+300
870
$5K ﹤0.01%
227
871
$5K ﹤0.01%
+392
872
$4K ﹤0.01%
+175
873
$4K ﹤0.01%
+124
874
$4K ﹤0.01%
+228
875
$4K ﹤0.01%
+65
33 34
35
36 37