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
901
$3K ﹤0.01%
25
902
$3K ﹤0.01%
+1,000
903
$3K ﹤0.01%
172
904
$3K ﹤0.01%
133
905
$3K ﹤0.01%
74
906
$3K ﹤0.01%
30
907
$3K ﹤0.01%
13,158
908
$3K ﹤0.01%
148
909
$3K ﹤0.01%
+500
910
$2K ﹤0.01%
+93
911
$2K ﹤0.01%
30
912
$2K ﹤0.01%
200
913
$2K ﹤0.01%
+150
914
$2K ﹤0.01%
100
915
$2K ﹤0.01%
315
916
$2K ﹤0.01%
27
-39
917
$2K ﹤0.01%
137
918
– –
0
919
$2K ﹤0.01%
500
920
$2K ﹤0.01%
200
921
$1K ﹤0.01%
+24
922
$1K ﹤0.01%
49
-92
923
$1K ﹤0.01%
14
924
$1K ﹤0.01%
+55
925
$1K ﹤0.01%
85
35 36
37
38 39