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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
901
$10K ﹤0.01%
80
902
$10K ﹤0.01%
195
-99
903
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+143
904
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200
905
$10K ﹤0.01%
518
-120
906
$10K ﹤0.01%
+174
907
$10K ﹤0.01%
+390
908
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909
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+206
910
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383
911
$10K ﹤0.01%
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912
$10K ﹤0.01%
464
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913
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914
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915
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916
$10K ﹤0.01%
+430
917
$9K ﹤0.01%
492
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173
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920
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123
+63
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$9K ﹤0.01%
318
-342
923
$9K ﹤0.01%
+218
924
$9K ﹤0.01%
+152
925
$9K ﹤0.01%
+127
35 36
37
38 39