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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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$7.42M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$5.19M
5
AZO icon
AutoZone
AZO
+$4.88M

Top Sells

1
+$28.6M
2
+$8.45M
3
+$6.1M
4
MS icon
Morgan Stanley
MS
+$5.97M
5
ROP icon
Roper Technologies
ROP
+$5.3M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$67.8K ﹤0.01%
18,272
402
$52.4K ﹤0.01%
+2,667
403
$41.8K ﹤0.01%
578
404
$24K ﹤0.01%
268
405
$6.5K ﹤0.01%
26,532
406
$3.15K ﹤0.01%
+13,425
407
$898 ﹤0.01%
+19,960
408
– –
-17,397
409
– –
-3,649
410
– –
-8,115
411
– –
-8,122
412
– –
-10,400
413
– –
-11,000
414
– –
-14,000
415
– –
-678
416
– –
-1,775
417
– –
-146,676
418
– –
-13,000
419
– –
-3,309
420
– –
-2,681
421
– –
-1,656
422
– –
-1,485
423
– –
-10,775
424
– –
-5,080
425
– –
-10,000
14 15 16
17
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