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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
876
$4K ﹤0.01%
+376
877
$4K ﹤0.01%
+96
878
$4K ﹤0.01%
+60
879
$4K ﹤0.01%
+307
880
$4K ﹤0.01%
+65
881
$4K ﹤0.01%
+1,018
882
$4K ﹤0.01%
+115
883
$4K ﹤0.01%
+63
884
$4K ﹤0.01%
+134
885
$4K ﹤0.01%
+46
886
$4K ﹤0.01%
+975
887
$4K ﹤0.01%
+85
888
$4K ﹤0.01%
84
+17
889
$4K ﹤0.01%
+129
890
$4K ﹤0.01%
+400
891
$4K ﹤0.01%
22
-228
892
$4K ﹤0.01%
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893
$4K ﹤0.01%
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894
$4K ﹤0.01%
+111
895
$4K ﹤0.01%
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896
$4K ﹤0.01%
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897
$4K ﹤0.01%
+168
898
$4K ﹤0.01%
+75
899
$4K ﹤0.01%
+100
900
$4K ﹤0.01%
115
34 35
36
37 38