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
$2B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$5.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.17M
5
AZO icon
AutoZone
AZO
+$3.2M

Top Sells

1
+$3.97M
2
+$2.21M
3
+$1.72M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.69M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.47M

Sector Composition

1 Technology 17.34%
2 Healthcare 14%
3 Consumer Discretionary 11.51%
4 Financials 11.38%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
37
877
$4K ﹤0.01%
68
-68
878
$4K ﹤0.01%
66
879
$4K ﹤0.01%
140
-28
880
$4K ﹤0.01%
69
881
$4K ﹤0.01%
46
882
$4K ﹤0.01%
+2,000
883
$4K ﹤0.01%
29
+8
884
$4K ﹤0.01%
200
885
$4K ﹤0.01%
+1,144
886
$4K ﹤0.01%
199
887
$4K ﹤0.01%
+140
888
$4K ﹤0.01%
208
-239
889
$4K ﹤0.01%
147
890
$4K ﹤0.01%
338
891
$4K ﹤0.01%
+500
892
$4K ﹤0.01%
+700
893
$4K ﹤0.01%
59
894
$4K ﹤0.01%
138
895
$4K ﹤0.01%
179
896
$4K ﹤0.01%
85
897
$3K ﹤0.01%
300
898
$3K ﹤0.01%
79
899
$3K ﹤0.01%
56
-163
900
$3K ﹤0.01%
96
34 35
36
37 38