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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.47M
3
+$3.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.9M
5
STZ icon
Constellation Brands
STZ
+$1.92M

Top Sells

1
+$26.1M
2
+$7.26M
3
+$4.81M
4
MSFT icon
Microsoft
MSFT
+$3.68M
5
XLRN
Acceleron Pharma
XLRN
+$3.65M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$272K ﹤0.01%
902
377
$272K ﹤0.01%
2,104
378
$269K ﹤0.01%
3,305
379
$267K ﹤0.01%
3,449
380
$266K ﹤0.01%
40,925
381
$263K ﹤0.01%
5,272
-2,562
382
$262K ﹤0.01%
1,267
383
$261K ﹤0.01%
22,425
384
$260K ﹤0.01%
3,211
385
$259K ﹤0.01%
+7,200
386
$257K ﹤0.01%
+1,705
387
$256K ﹤0.01%
1,827
388
$256K ﹤0.01%
21,500
389
$254K ﹤0.01%
1,468
-93
390
$246K ﹤0.01%
10,598
391
$239K ﹤0.01%
+3,509
392
$234K ﹤0.01%
5,422
-341
393
$232K ﹤0.01%
268
394
$230K ﹤0.01%
975
395
$230K ﹤0.01%
4,956
396
$226K ﹤0.01%
+2,019
397
$224K ﹤0.01%
5,000
398
$222K ﹤0.01%
1,722
-30
399
$221K ﹤0.01%
+1,824
400
$219K ﹤0.01%
1,559
-23
14 15
16
17 18