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
$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
926
$3K ﹤0.01%
+36
927
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+124
928
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208
-28,040
929
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200
930
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+132
931
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+89
932
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+160
933
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+252
934
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+80
935
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+156
936
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+121
937
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+143
938
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+61
939
$3K ﹤0.01%
+32
940
$3K ﹤0.01%
147
941
$3K ﹤0.01%
13,158
942
$3K ﹤0.01%
332
943
$3K ﹤0.01%
+84
944
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50
-267
945
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+72
946
$2K ﹤0.01%
+96
947
$2K ﹤0.01%
73
-1,469
948
$2K ﹤0.01%
+104
949
$2K ﹤0.01%
+11
950
$2K ﹤0.01%
+162
36 37
38
39 40