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
876
$6K ﹤0.01%
75
877
$6K ﹤0.01%
82
878
$6K ﹤0.01%
1,400
879
$6K ﹤0.01%
806
880
$5K ﹤0.01%
+117
881
$5K ﹤0.01%
105
882
$5K ﹤0.01%
333
883
$5K ﹤0.01%
235
884
$5K ﹤0.01%
2,000
885
$5K ﹤0.01%
102
886
$5K ﹤0.01%
+203
887
$5K ﹤0.01%
2,000
888
$4K ﹤0.01%
66
889
$4K ﹤0.01%
+100
890
$4K ﹤0.01%
200
891
$4K ﹤0.01%
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892
$4K ﹤0.01%
140
893
$4K ﹤0.01%
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894
$4K ﹤0.01%
37
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895
$4K ﹤0.01%
74
896
$4K ﹤0.01%
150
897
$4K ﹤0.01%
184
898
$4K ﹤0.01%
105
899
$4K ﹤0.01%
212
900
$3K ﹤0.01%
56
-117
34 35
36
37 38