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
201
$784K 0.03%
13,325
-250
202
$773K 0.03%
30,397
+1,050
203
$768K 0.03%
9,925
-125
204
$767K 0.03%
16,268
-1,041
205
$759K 0.03%
6,998
-47
206
$754K 0.03%
+23,511
207
$740K 0.03%
18,857
208
$705K 0.03%
7,427
209
$703K 0.03%
6,634
210
$699K 0.03%
5,885
211
$699K 0.03%
38,433
+1,000
212
$683K 0.03%
28,610
213
$677K 0.03%
19,015
-2,610
214
$676K 0.03%
15,500
215
$674K 0.03%
35,995
+5,605
216
$673K 0.03%
3,680
-300
217
$668K 0.03%
14,200
-166
218
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22,062
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219
$647K 0.03%
5,252
220
$643K 0.03%
10,095
221
$633K 0.03%
21,156
222
$630K 0.03%
9,938
223
$629K 0.03%
7,808
-1,000
224
$616K 0.03%
20,431
+2,345
225
$615K 0.03%
10,730
7 8
9
10 11