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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$6.22M
3
+$3.36M
4
BX icon
Blackstone
BX
+$3.18M
5
PECO icon
Phillips Edison & Co
PECO
+$1.68M

Top Sells

1
+$40M
2
+$13.9M
3
+$7.96M
4
AAPL icon
Apple
AAPL
+$3.6M
5
ROP icon
Roper Technologies
ROP
+$3.53M

Sector Composition

1 Technology 23.45%
2 Financials 16.15%
3 Consumer Discretionary 15.5%
4 Healthcare 12.69%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
555
377
$6K ﹤0.01%
678
378
$4K ﹤0.01%
10,000
379
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380
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-6,213
381
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382
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383
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384
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385
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387
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388
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389
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390
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391
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-7,760
392
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393
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394
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395
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398
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