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
1001
$1K ﹤0.01%
30
1002
$1K ﹤0.01%
38
1003
$1K ﹤0.01%
50
1004
$1K ﹤0.01%
25
1005
$1K ﹤0.01%
65
1006
$1K ﹤0.01%
125
1007
$1K ﹤0.01%
72
1008
$1K ﹤0.01%
1,625
1009
$1K ﹤0.01%
37
1010
$1K ﹤0.01%
50
1011
$1K ﹤0.01%
+25
1012
$1K ﹤0.01%
74
1013
$1K ﹤0.01%
28
1014
$1K ﹤0.01%
500
1015
$1K ﹤0.01%
22
1016
$1K ﹤0.01%
+100
1017
$0 ﹤0.01%
2,368
1018
– –
-100
1019
– –
-115
1020
– –
-310
1021
– –
-200
1022
$0 ﹤0.01%
375
1023
– –
-12,519
1024
– –
-700
1025
– –
-140
39 40
41
42 43