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
$2.22B
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
926
$9K ﹤0.01%
+127
927
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+146
928
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929
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+156
930
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931
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932
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+846
933
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934
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935
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300
936
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+612
937
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166
938
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939
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+118
940
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200
941
$8K ﹤0.01%
+2,915
942
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+291
943
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156
944
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165
945
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+176
946
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+600
947
$8K ﹤0.01%
+171
948
$7K ﹤0.01%
2,368
949
$7K ﹤0.01%
+92
950
$7K ﹤0.01%
+227
36 37
38
39 40