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
$2.65B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$10.2M
3
+$9.35M
4
BX icon
Blackstone
BX
+$3M
5
RCL icon
Royal Caribbean
RCL
+$2.73M

Top Sells

1
+$17.4M
2
+$13.7M
3
+$10M
4
AMAT icon
Applied Materials
AMAT
+$9.11M
5
SLB icon
SLB Ltd
SLB
+$7.11M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.8%
3 Financials 14.97%
4 Healthcare 13.42%
5 Real Estate 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$318K 0.01%
14,436
-1,603
302
$316K 0.01%
20,830
-8,963
303
$314K 0.01%
8,647
-92
304
$311K 0.01%
10,540
305
$309K 0.01%
10,392
306
$304K 0.01%
18,841
+4,084
307
$303K 0.01%
1,829
-23
308
$301K 0.01%
3,298
309
$299K 0.01%
11,750
+530
310
$298K 0.01%
2,500
311
$296K 0.01%
2,758
+100
312
$296K 0.01%
5,692
-287
313
$296K 0.01%
3,991
-128
314
$295K 0.01%
11,260
-3,000
315
$294K 0.01%
6,856
+256
316
$284K 0.01%
18,246
-447
317
$284K 0.01%
3,426
-1,000
318
$284K 0.01%
8,083
-685
319
$283K 0.01%
4,837
+1,126
320
$280K 0.01%
5,000
321
$279K 0.01%
5,323
+83
322
$278K 0.01%
5,920
+1,057
323
$277K 0.01%
+15,000
324
$271K 0.01%
8,975
325
$271K 0.01%
2,230
11 12
13
14 15