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
851
$8K ﹤0.01%
200
852
$8K ﹤0.01%
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-424
853
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100
854
$8K ﹤0.01%
335
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855
$8K ﹤0.01%
+265
856
$8K ﹤0.01%
156
857
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+241
858
$8K ﹤0.01%
300
859
$7K ﹤0.01%
166
860
$7K ﹤0.01%
200
861
$7K ﹤0.01%
2,915
862
$7K ﹤0.01%
165
863
$7K ﹤0.01%
69
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$7K ﹤0.01%
600
865
$7K ﹤0.01%
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+1,903
866
$7K ﹤0.01%
92
867
$6K ﹤0.01%
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868
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$6K ﹤0.01%
480
873
$6K ﹤0.01%
1,000
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874
$6K ﹤0.01%
107
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875
$6K ﹤0.01%
67
33 34
35
36 37