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
901
$3K ﹤0.01%
67
-128
902
$3K ﹤0.01%
230
903
$3K ﹤0.01%
1,000
904
$3K ﹤0.01%
219
-1,772
905
$3K ﹤0.01%
100
-1,700
906
$3K ﹤0.01%
255
-3
907
$3K ﹤0.01%
484
-309
908
$3K ﹤0.01%
565
-16
909
$3K ﹤0.01%
100
-2,900
910
$3K ﹤0.01%
75
-745
911
$3K ﹤0.01%
50
912
$3K ﹤0.01%
56
913
$3K ﹤0.01%
500
914
$2K ﹤0.01%
100
915
$2K ﹤0.01%
+400
916
$2K ﹤0.01%
1,000
+700
917
$2K ﹤0.01%
150
918
$2K ﹤0.01%
125
-367
919
$2K ﹤0.01%
100
920
$2K ﹤0.01%
100
921
$2K ﹤0.01%
100
-4,246
922
$2K ﹤0.01%
15
923
$2K ﹤0.01%
+130
924
$2K ﹤0.01%
265
-439
925
$2K ﹤0.01%
26
-11
35 36
37
38 39