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
$2.01B
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.11M
3
+$3.86M
4
KMI icon
Kinder Morgan
KMI
+$3.74M
5
FIVE icon
Five Below
FIVE
+$3.52M

Top Sells

1
+$7.89M
2
+$6.94M
3
+$6.61M
4
MRO
Marathon Oil Corporation
MRO
+$6.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.28M

Sector Composition

1 Technology 18.35%
2 Healthcare 14.6%
3 Consumer Discretionary 13.63%
4 Financials 12.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$393K 0.02%
3,058
-550
277
$391K 0.02%
15,238
+6,500
278
$389K 0.02%
3,646
279
$388K 0.02%
21,489
-144
280
$388K 0.02%
3,995
+19
281
$376K 0.02%
548
-108
282
$375K 0.02%
7,642
+1,640
283
$374K 0.02%
9,500
284
$373K 0.02%
9,529
285
$371K 0.02%
3,280
-1,150
286
$371K 0.02%
7,259
287
$370K 0.02%
12,850
-31,600
288
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10,179
+8
289
$365K 0.02%
20,726
+4,952
290
$365K 0.02%
22,400
+22,000
291
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3,014
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292
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10,389
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293
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9,208
-60
294
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13,098
-1,605
295
$348K 0.02%
6,521
296
$347K 0.02%
18,717
+1,000
297
$346K 0.02%
6,443
298
$342K 0.02%
1,743
299
$338K 0.02%
4,100
+100
300
$337K 0.02%
2,995
+2,052
10 11
12
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