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
$2.42B
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
901
$7K ﹤0.01%
1,000
902
$7K ﹤0.01%
183
-180
903
$7K ﹤0.01%
+279
904
$7K ﹤0.01%
210
-239
905
$7K ﹤0.01%
+100
906
$7K ﹤0.01%
179
907
$7K ﹤0.01%
75
908
$7K ﹤0.01%
73
909
$7K ﹤0.01%
238
910
$7K ﹤0.01%
270
911
$7K ﹤0.01%
144
912
$7K ﹤0.01%
13,158
913
$7K ﹤0.01%
92
914
$6K ﹤0.01%
94
915
$6K ﹤0.01%
267
916
$6K ﹤0.01%
118
917
$6K ﹤0.01%
65
918
$6K ﹤0.01%
1,000
919
$6K ﹤0.01%
67
920
$6K ﹤0.01%
147
921
$6K ﹤0.01%
76
922
$6K ﹤0.01%
161
923
$6K ﹤0.01%
120
924
$6K ﹤0.01%
80
925
$6K ﹤0.01%
499
-166
35 36
37
38 39