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
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$14M
4
PGR icon
Progressive
PGR
+$9.48M
5
UBER icon
Uber
UBER
+$6.75M

Top Sells

1
+$63.8M
2
+$41.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
WMB icon
Williams Companies
WMB
+$9.31M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$113K ﹤0.01%
10,000
402
$105K ﹤0.01%
10,270
403
$71.8K ﹤0.01%
20,000
404
$29.8K ﹤0.01%
20,000
405
$21.2K ﹤0.01%
17,543
406
$16.6K ﹤0.01%
13,688
407
– –
-40,486
408
– –
-25,000
409
– –
-5,811
410
– –
-16,709
411
– –
-2,267
412
– –
-906
413
– –
-788
414
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-1,286
415
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-2,897
416
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-15,400
417
– –
-15,565
418
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-10,000
419
– –
-13,031
420
– –
-3,450
421
– –
-24,394
422
– –
-12,689
423
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-3,762
424
– –
-6,820
425
– –
-5,035
14 15 16
17
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