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
301
$388K 0.01%
1,555
-13
302
$383K 0.01%
5,564
+1,294
303
$381K 0.01%
146,676
304
$380K 0.01%
1,570
305
$378K 0.01%
1,138
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306
$377K 0.01%
3,309
-444
307
$373K 0.01%
2,661
308
$368K 0.01%
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-16
309
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+4,246
310
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799
-6
311
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2,730
312
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8,115
313
$346K 0.01%
11,187
314
$345K 0.01%
5,530
315
$344K 0.01%
1,659
316
$338K 0.01%
1,378
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317
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8,818
318
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319
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320
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11,291
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321
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322
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2,985
323
$318K 0.01%
14,000
324
$318K 0.01%
10,925
-825
325
$314K 0.01%
5,482
-104
11 12
13
14 15