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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
$2.42B
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
876
$10K ﹤0.01%
300
877
$9K ﹤0.01%
202
878
$9K ﹤0.01%
613
879
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+295
880
$9K ﹤0.01%
330
881
$9K ﹤0.01%
282
882
$9K ﹤0.01%
2,500
883
$9K ﹤0.01%
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1,400
885
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100
886
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895
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300
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899
$7K ﹤0.01%
183
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900
$7K ﹤0.01%
+279