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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.16M
3
+$2.94M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.08M
5
CLB icon
Core Laboratories
CLB
+$1.8M

Top Sells

1
+$11.2M
2
+$9.24M
3
+$7.76M
4
CE icon
Celanese
CE
+$4.16M
5
AZO icon
AutoZone
AZO
+$3.81M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$673K 0.03%
29,640
227
$669K 0.02%
1,779
228
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2,663
229
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230
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+40,000
231
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24,335
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232
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8,229
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233
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234
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235
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236
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237
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238
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243
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245
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247
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248
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249
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250
$526K 0.02%
4,943
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10
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