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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.94M
3
+$4.57M
4
EOG icon
EOG Resources
EOG
+$3.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.38M

Top Sells

1
+$7.39M
2
+$5.86M
3
+$5.33M
4
CBRE icon
CBRE Group
CBRE
+$4.99M
5
BLDR icon
Builders FirstSource
BLDR
+$3.51M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$866K 0.02%
35,301
227
$853K 0.02%
3,763
+6
228
$852K 0.02%
13,049
-48
229
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10,000
230
$832K 0.02%
3,696
231
$829K 0.02%
17,782
232
$825K 0.02%
18,098
-1,004
233
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8,399
234
$810K 0.01%
27,098
-86
235
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6,641
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236
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4,115
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237
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9,934
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238
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9,114
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239
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12,550
240
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13,956
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241
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242
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243
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244
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45,438
246
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3,979
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247
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10,329
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248
$630K 0.01%
8,615
-1,950
249
$620K 0.01%
2,305
-270
250
$617K 0.01%
22,511
8 9
10
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