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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.47M
3
+$3.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.9M
5
STZ icon
Constellation Brands
STZ
+$1.92M

Top Sells

1
+$26.1M
2
+$7.26M
3
+$4.81M
4
MSFT icon
Microsoft
MSFT
+$3.68M
5
XLRN
Acceleron Pharma
XLRN
+$3.65M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$757K 0.01%
2,304
252
$744K 0.01%
2,447
-17
253
$741K 0.01%
10,997
-945
254
$714K 0.01%
2,060
255
$711K 0.01%
1,957
256
$706K 0.01%
42,232
+35
257
$693K 0.01%
9,601
258
$688K 0.01%
3,013
259
$686K 0.01%
2,272
260
$681K 0.01%
1,111
261
$669K 0.01%
5,863
+650
262
$665K 0.01%
7,470
263
$661K 0.01%
25,330
264
$649K 0.01%
10,738
-67
265
$638K 0.01%
2,500
266
$613K 0.01%
35,000
267
$599K 0.01%
931
-37
268
$597K 0.01%
37,419
+11,125
269
$586K 0.01%
2,560
270
$570K 0.01%
4,140
271
$549K 0.01%
1,405
272
$546K 0.01%
2,276
-1,336
273
$534K 0.01%
14,199
274
$528K 0.01%
220
275
$527K 0.01%
1,512
9 10
11
12 13