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
1026
– –
-38
1027
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-100
1028
– –
-755
1029
$0 ﹤0.01%
1
1030
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-200
1031
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-83
1032
$0 ﹤0.01%
2
1033
$0 ﹤0.01%
1
1034
– –
-1,983
1035
– –
-712
1036
– –
-165
1037
$0 ﹤0.01%
+10
1038
$0 ﹤0.01%
+21
1039
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-428
1040
– –
-11,000
1041
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1042
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-5,750
1043
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-161,701
1044
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1045
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1046
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-12
1047
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1048
$0 ﹤0.01%
284
1049
– –
-1,234
1050
– –
-735
40 41
42
43 44