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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.9M
3
+$6.27M
4
STZ icon
Constellation Brands
STZ
+$3.64M
5
ANSS
Ansys
ANSS
+$3.45M

Top Sells

1
+$43M
2
+$37.6M
3
+$12.5M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.4M
5
TJX icon
TJX Companies
TJX
+$7.9M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$204K ﹤0.01%
+2,000
402
$203K ﹤0.01%
+7,335
403
$203K ﹤0.01%
+8,393
404
$201K ﹤0.01%
1,336
405
$197K ﹤0.01%
25,000
-10,849
406
$190K ﹤0.01%
17,780
407
$146K ﹤0.01%
14,300
408
$131K ﹤0.01%
12,689
-4,230
409
$115K ﹤0.01%
10,000
410
$113K ﹤0.01%
22,492
411
$113K ﹤0.01%
37,250
412
$96.7K ﹤0.01%
10,791
413
$57.7K ﹤0.01%
17,543
414
$49.6K ﹤0.01%
2,667
415
$45.2K ﹤0.01%
20,000
416
$42K ﹤0.01%
+11,190
417
$24.2K ﹤0.01%
13,688
418
– –
-10,998
419
– –
-16,390
420
– –
-2,987
421
– –
-4,072
422
– –
-14,000
423
– –
-578
424
– –
-195,000
425
– –
-7,105
14 15 16
17
18