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
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$14M
4
PGR icon
Progressive
PGR
+$9.48M
5
UBER icon
Uber
UBER
+$6.75M

Top Sells

1
+$63.8M
2
+$41.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
WMB icon
Williams Companies
WMB
+$9.31M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$347K 0.01%
6,183
-1,000
327
$346K 0.01%
2,602
328
$340K 0.01%
+9,495
329
$338K 0.01%
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330
$336K 0.01%
655
331
$335K 0.01%
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332
$334K 0.01%
6,118
-1,828
333
$334K 0.01%
1,712
334
$329K 0.01%
5,946
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335
$324K 0.01%
1,805
336
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2,885
337
$311K ﹤0.01%
5,197
338
$305K ﹤0.01%
3,342
339
$297K ﹤0.01%
+1,326
340
$296K ﹤0.01%
2,223
-1,758
341
$290K ﹤0.01%
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-376
342
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343
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344
$281K ﹤0.01%
2,213
345
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346
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2,516
347
$275K ﹤0.01%
2,516
348
$274K ﹤0.01%
2,145
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349
$272K ﹤0.01%
+5,000
350
$269K ﹤0.01%
2,142
12 13
14
15 16