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
376
$226K ﹤0.01%
5,060
377
$224K ﹤0.01%
2,739
378
$214K ﹤0.01%
29
379
$213K ﹤0.01%
+2,724
380
$212K ﹤0.01%
+4,475
381
$212K ﹤0.01%
1,639
-261
382
$211K ﹤0.01%
5,100
383
$210K ﹤0.01%
+3,403
384
$210K ﹤0.01%
1,760
385
$208K ﹤0.01%
+8,523
386
$208K ﹤0.01%
4,000
387
$208K ﹤0.01%
1,763
388
$207K ﹤0.01%
2,570
389
$206K ﹤0.01%
784
-100
390
$206K ﹤0.01%
+7,335
391
$205K ﹤0.01%
+1,256
392
$203K ﹤0.01%
6,711
393
$203K ﹤0.01%
2,045
394
$202K ﹤0.01%
8,647
395
$197K ﹤0.01%
17,780
396
$153K ﹤0.01%
14,300
397
$152K ﹤0.01%
13,693
-9,787
398
$150K ﹤0.01%
125,000
399
$142K ﹤0.01%
13,200
400
$119K ﹤0.01%
10,408
14 15
16
17 18