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
$3.29B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.19M
3
+$7.09M
4
RCL icon
Royal Caribbean
RCL
+$5.05M
5
DPZ icon
Domino's
DPZ
+$4.7M

Top Sells

1
+$9.37M
2
+$6.75M
3
+$3.96M
4
ACN icon
Accenture
ACN
+$3.83M
5
AMT icon
American Tower
AMT
+$3.69M

Sector Composition

1 Technology 20.85%
2 Financials 17.47%
3 Consumer Discretionary 16.43%
4 Healthcare 12.48%
5 Real Estate 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$204K 0.01%
14,352
-523
402
$202K 0.01%
+3,000
403
$201K 0.01%
6,536
404
$196K 0.01%
16,686
-6,000
405
$192K 0.01%
+11,382
406
$171K 0.01%
29,500
+5,000
407
$168K 0.01%
10,088
408
$148K ﹤0.01%
13,289
409
$117K ﹤0.01%
+11,412
410
$23K ﹤0.01%
21,300
411
– –
-35,000
412
– –
-6,891
413
– –
-6,540
414
– –
-5,759
415
– –
-6,667
416
– –
-26,951
417
– –
-13,002
418
– –
-10,113
419
– –
-1,843
420
– –
-2,525
421
– –
-4,547
422
– –
-6,257
423
– –
-4,721
424
– –
-1,282
425
– –
-1,300
14 15 16
17
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