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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.9M
3
+$6.27M
4
STZ icon
Constellation Brands
STZ
+$3.64M
5
ANSS
Ansys
ANSS
+$3.45M

Top Sells

1
+$43M
2
+$37.6M
3
+$12.5M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.4M
5
TJX icon
TJX Companies
TJX
+$7.9M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$671K 0.01%
6,390
-500
252
$629K 0.01%
4,300
253
$622K 0.01%
1,001
254
$615K 0.01%
33,279
255
$610K 0.01%
11,954
+94
256
$608K 0.01%
2,270
257
$608K 0.01%
40,250
258
$590K 0.01%
2,500
259
$582K 0.01%
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260
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261
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7,741
262
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2,070
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263
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264
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265
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266
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267
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268
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271
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2,143
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272
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3,025
-265
273
$526K 0.01%
15,233
-27
274
$515K 0.01%
1,049
-91
275
$512K 0.01%
1,316
9 10
11
12 13