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
401
$217K ﹤0.01%
1,600
402
$216K ﹤0.01%
2,237
403
$210K ﹤0.01%
+6,536
404
$210K ﹤0.01%
+788
405
$210K ﹤0.01%
1,751
406
$209K ﹤0.01%
+1,454
407
$208K ﹤0.01%
+1,000
408
$205K ﹤0.01%
+2,000
409
$205K ﹤0.01%
+3,409
410
$204K ﹤0.01%
+3,564
411
$203K ﹤0.01%
+1,196
412
$203K ﹤0.01%
200
413
$200K ﹤0.01%
+2,681
414
$196K ﹤0.01%
41,841
415
$173K ﹤0.01%
11,168
416
$172K ﹤0.01%
+10,849
417
$114K ﹤0.01%
+38,801
418
$73K ﹤0.01%
+18,272
419
$70K ﹤0.01%
678
420
$55K ﹤0.01%
14,150
421
$26K ﹤0.01%
10,000
422
– –
-7,990
423
– –
-10,311
424
– –
-25,000
425
– –
-4,960
14 15 16
17
18