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
351
$278K 0.01%
200
352
$276K 0.01%
10,182
353
$276K 0.01%
1,665
354
$274K 0.01%
6,000
355
$274K 0.01%
1,503
356
$272K 0.01%
+8,122
357
$271K 0.01%
2,209
-54
358
$268K ﹤0.01%
5,342
359
$267K ﹤0.01%
4,140
-511
360
$266K ﹤0.01%
3,278
-131
361
$260K ﹤0.01%
+20,000
362
$258K ﹤0.01%
3,450
363
$252K ﹤0.01%
6,897
364
$252K ﹤0.01%
565
365
$252K ﹤0.01%
3,082
+254
366
$249K ﹤0.01%
1,267
367
$248K ﹤0.01%
1,485
368
$247K ﹤0.01%
9,050
369
$247K ﹤0.01%
+5,080
370
$246K ﹤0.01%
1,350
-91
371
$240K ﹤0.01%
5,230
372
$239K ﹤0.01%
3,418
373
$235K ﹤0.01%
+7,170
374
$235K ﹤0.01%
+3,649
375
$235K ﹤0.01%
1,333
-138
13 14
15
16 17