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
$5.02B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$26.6M
3
+$6.95M
4
GNRC icon
Generac Holdings
GNRC
+$6.84M
5
EOG icon
EOG Resources
EOG
+$6.68M

Top Sells

1
+$48M
2
+$13.7M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$6.27M
5
SSNC icon
SS&C Technologies
SSNC
+$5.17M

Sector Composition

1 Technology 25.47%
2 Financials 16.31%
3 Consumer Discretionary 14.66%
4 Healthcare 11.53%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30.7K ﹤0.01%
578
402
$22.9K ﹤0.01%
143,138
403
$19.2K ﹤0.01%
268
404
$4.32K ﹤0.01%
678
405
$1.35K ﹤0.01%
10,000
406
– –
-899
407
– –
-8,508
408
– –
-8,647
409
– –
-4,143
410
– –
-27,330
411
– –
-5,150
412
– –
-3,306
413
– –
-3,389
414
– –
-167
415
– –
-1,287
416
– –
-3,750
417
– –
-5,495
418
– –
-4,613
419
– –
-41,841
420
– –
-12,304
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