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
251
$617K 0.01%
7,379
-738
252
$615K 0.01%
2,160
-3
253
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4,300
254
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45,000
255
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256
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257
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258
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259
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220
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260
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5,192
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261
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13,037
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262
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263
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10,000
264
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267
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270
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11,236
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272
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6,890
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273
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681
274
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1,773
-509
275
$521K 0.01%
10,775
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9 10
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