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
$4.43B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$6.22M
3
+$3.36M
4
BX icon
Blackstone
BX
+$3.18M
5
PECO icon
Phillips Edison & Co
PECO
+$1.68M

Top Sells

1
+$40M
2
+$13.9M
3
+$7.96M
4
AAPL icon
Apple
AAPL
+$3.6M
5
ROP icon
Roper Technologies
ROP
+$3.53M

Sector Composition

1 Technology 23.45%
2 Financials 16.15%
3 Consumer Discretionary 15.5%
4 Healthcare 12.69%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$231K 0.01%
5,495
352
$231K 0.01%
5,000
353
$231K 0.01%
6,000
354
$231K 0.01%
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356
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357
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+1,337
358
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359
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360
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361
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-101
362
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363
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364
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+9,050
365
$211K ﹤0.01%
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366
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367
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368
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369
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11,168
370
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60,000
+20,000
371
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14,602
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372
$62K ﹤0.01%
18,272
373
$61K ﹤0.01%
17,543
374
$53K ﹤0.01%
10,849
375
$25K ﹤0.01%
268
13 14
15
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