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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
901
$4K ﹤0.01%
+74
902
$4K ﹤0.01%
+164
903
$4K ﹤0.01%
+38
904
$4K ﹤0.01%
+163
905
$4K ﹤0.01%
+106
906
$4K ﹤0.01%
+175
907
$4K ﹤0.01%
+124
908
$4K ﹤0.01%
+167
909
$4K ﹤0.01%
+76
910
$4K ﹤0.01%
+83
911
$4K ﹤0.01%
+26
912
$4K ﹤0.01%
+114
913
$4K ﹤0.01%
+56
914
$4K ﹤0.01%
+240
915
$4K ﹤0.01%
+194
916
$4K ﹤0.01%
+117
917
$4K ﹤0.01%
+228
918
$4K ﹤0.01%
+68
919
$4K ﹤0.01%
+333
920
$4K ﹤0.01%
+90
921
$4K ﹤0.01%
+103
922
$4K ﹤0.01%
+59
923
$4K ﹤0.01%
+220
924
$3K ﹤0.01%
+183
925
$3K ﹤0.01%
+123
35 36
37
38 39