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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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%
+612
852
$5K ﹤0.01%
+645
853
$5K ﹤0.01%
+2,293
854
$5K ﹤0.01%
67
855
$5K ﹤0.01%
+132
856
$5K ﹤0.01%
+2,549
857
$5K ﹤0.01%
+117
858
$5K ﹤0.01%
+392
859
$5K ﹤0.01%
+165
860
$5K ﹤0.01%
100
861
$5K ﹤0.01%
+148
862
$5K ﹤0.01%
+294
863
$5K ﹤0.01%
+300
864
$5K ﹤0.01%
+138
865
$5K ﹤0.01%
+57
866
$5K ﹤0.01%
100
867
$5K ﹤0.01%
+45
868
$5K ﹤0.01%
+402
869
$5K ﹤0.01%
+112
870
$5K ﹤0.01%
+188
871
$5K ﹤0.01%
227
872
$4K ﹤0.01%
+61
873
$4K ﹤0.01%
+42
874
$4K ﹤0.01%
+63
875
$4K ﹤0.01%
+487
33 34
35
36 37