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
$5.02B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$26.6M
3
+$6.95M
4
GNRC icon
Generac Holdings
GNRC
+$6.84M
5
EOG icon
EOG Resources
EOG
+$6.68M

Top Sells

1
+$48M
2
+$13.7M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$6.27M
5
SSNC icon
SS&C Technologies
SSNC
+$5.17M

Sector Composition

1 Technology 25.47%
2 Financials 16.31%
3 Consumer Discretionary 14.66%
4 Healthcare 11.53%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$256K 0.01%
3,510
-12
352
$254K 0.01%
1,104
353
$254K 0.01%
2,728
354
$247K ﹤0.01%
9,050
355
$244K ﹤0.01%
1,665
356
$243K ﹤0.01%
2,500
-196
357
$239K ﹤0.01%
14,688
358
$235K ﹤0.01%
6,536
359
$235K ﹤0.01%
+5,230
360
$235K ﹤0.01%
3,598
361
$234K ﹤0.01%
3,450
362
$234K ﹤0.01%
1,691
-4
363
$233K ﹤0.01%
6,897
364
$233K ﹤0.01%
7,115
-503
365
$230K ﹤0.01%
1,485
-490
366
$230K ﹤0.01%
+4,330
367
$229K ﹤0.01%
3,418
368
$227K ﹤0.01%
+1,471
369
$224K ﹤0.01%
565
370
$223K ﹤0.01%
+4,651
371
$221K ﹤0.01%
3,277
372
$221K ﹤0.01%
+1,060
373
$220K ﹤0.01%
861
374
$218K ﹤0.01%
5,000
375
$218K ﹤0.01%
959
-33
13 14
15
16 17