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
$4.09B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$8.53M
3
+$5.33M
4
GIS icon
General Mills
GIS
+$2.81M
5
SSNC icon
SS&C Technologies
SSNC
+$2.45M

Top Sells

1
+$17M
2
+$11.6M
3
+$5.77M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
RTX icon
RTX Corp
RTX
+$2.61M

Sector Composition

1 Technology 27.89%
2 Consumer Discretionary 16.9%
3 Financials 13.98%
4 Healthcare 12.95%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$29K ﹤0.01%
18,000
377
$24K ﹤0.01%
10,722
378
– –
-5,223
379
– –
-7,597
380
– –
-17,870
381
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-3,242
382
– –
-19,587
383
– –
-16,065
384
– –
-2,460
385
– –
-8,496
386
– –
-53,565
387
– –
-5,550
388
– –
-5,000
389
– –
-24,007
12 13 14 15
16