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
$2.22B
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.4M
3
+$8.15M
4
AGN
Allergan plc
AGN
+$8.09M
5
DORM icon
Dorman Products
DORM
+$6.21M

Top Sells

1
+$11.6M
2
+$10M
3
+$7.03M
4
NVS icon
Novartis
NVS
+$6.29M
5
AA icon
Alcoa
AA
+$2.09M

Sector Composition

1 Technology 16.27%
2 Healthcare 13.82%
3 Consumer Discretionary 13.79%
4 Financials 12.71%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$14K ﹤0.01%
400
852
$13K ﹤0.01%
377
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853
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854
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855
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100
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858
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859
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860
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861
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3
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864
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464
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866
$12K ﹤0.01%
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867
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868
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869
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870
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+1,077
871
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872
$12K ﹤0.01%
75
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873
$12K ﹤0.01%
47
874
$12K ﹤0.01%
1,400
875
$12K ﹤0.01%
+730
33 34
35
36 37