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
851
$12K ﹤0.01%
400
852
$12K ﹤0.01%
325
853
$12K ﹤0.01%
+613
854
$12K ﹤0.01%
864
855
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413
856
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422
857
$12K ﹤0.01%
+130
858
$11K ﹤0.01%
184
+115
859
$11K ﹤0.01%
361
860
$11K ﹤0.01%
2,000
861
$11K ﹤0.01%
275
862
$11K ﹤0.01%
483
-100
863
$11K ﹤0.01%
189
-189
864
$10K ﹤0.01%
108
-132
865
$10K ﹤0.01%
640
866
$10K ﹤0.01%
316
867
$10K ﹤0.01%
203
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868
$10K ﹤0.01%
131
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869
$10K ﹤0.01%
500
870
$10K ﹤0.01%
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871
$10K ﹤0.01%
220
872
$10K ﹤0.01%
500
873
$10K ﹤0.01%
+503
874
$10K ﹤0.01%
383
875
$10K ﹤0.01%
300
33 34
35
36 37