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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
$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
876
$12K ﹤0.01%
464
+84
877
$12K ﹤0.01%
+1,551
878
$11K ﹤0.01%
+406
879
$11K ﹤0.01%
+892
880
$11K ﹤0.01%
463
+387
881
$11K ﹤0.01%
+197
882
$11K ﹤0.01%
+672
883
$11K ﹤0.01%
200
-240
884
$11K ﹤0.01%
+704
885
$11K ﹤0.01%
+607
886
$11K ﹤0.01%
+751
887
$11K ﹤0.01%
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888
$11K ﹤0.01%
25
889
$11K ﹤0.01%
+339
890
$10K ﹤0.01%
255
891
$10K ﹤0.01%
+345
892
$10K ﹤0.01%
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893
$10K ﹤0.01%
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894
$10K ﹤0.01%
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895
$10K ﹤0.01%
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896
$10K ﹤0.01%
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897
$10K ﹤0.01%
325
898
$10K ﹤0.01%
+290
899
$10K ﹤0.01%
182
+42
900
$10K ﹤0.01%
275
34 35
36
37 38