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
951
$4K ﹤0.01%
160
952
$4K ﹤0.01%
200
953
$4K ﹤0.01%
17
954
$4K ﹤0.01%
26
955
$4K ﹤0.01%
158
956
$4K ﹤0.01%
20
957
$4K ﹤0.01%
45
958
$4K ﹤0.01%
47
-28
959
$4K ﹤0.01%
140
960
$4K ﹤0.01%
114
-2,891
961
$4K ﹤0.01%
45
962
$4K ﹤0.01%
55
963
$4K ﹤0.01%
100
964
$4K ﹤0.01%
150
965
$4K ﹤0.01%
91
966
$4K ﹤0.01%
83
967
$4K ﹤0.01%
544
+67
968
$4K ﹤0.01%
78
969
$4K ﹤0.01%
82
970
$4K ﹤0.01%
289
971
$4K ﹤0.01%
105
972
$3K ﹤0.01%
166
973
$3K ﹤0.01%
168
974
$3K ﹤0.01%
39
-116
975
$3K ﹤0.01%
56
-237
37 38
39
40 41