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
351
$269K ﹤0.01%
2,864
352
$268K ﹤0.01%
1,028
353
$268K ﹤0.01%
866
354
$265K ﹤0.01%
3,491
355
$263K ﹤0.01%
1,599
356
$261K ﹤0.01%
700
357
$260K ﹤0.01%
+687
358
$259K ﹤0.01%
+3,593
359
$253K ﹤0.01%
5,969
360
$253K ﹤0.01%
3,385
361
$252K ﹤0.01%
3,449
362
$251K ﹤0.01%
4,101
363
$248K ﹤0.01%
2,888
364
$248K ﹤0.01%
6,186
365
$246K ﹤0.01%
3,432
366
$246K ﹤0.01%
3,972
367
$243K ﹤0.01%
2,924
368
$243K ﹤0.01%
4,830
369
$238K ﹤0.01%
4,300
-38,085
370
$238K ﹤0.01%
4,563
371
$235K ﹤0.01%
2,000
372
$234K ﹤0.01%
1,048
373
$232K ﹤0.01%
596
374
$231K ﹤0.01%
6,896
375
$226K ﹤0.01%
20,000
13 14
15
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