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
$2.65B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$10.2M
3
+$9.35M
4
BX icon
Blackstone
BX
+$3M
5
RCL icon
Royal Caribbean
RCL
+$2.73M

Top Sells

1
+$17.4M
2
+$13.7M
3
+$10M
4
AMAT icon
Applied Materials
AMAT
+$9.11M
5
SLB icon
SLB Ltd
SLB
+$7.11M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.8%
3 Financials 14.97%
4 Healthcare 13.42%
5 Real Estate 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-10,100
427
– –
-20,725
428
– –
-13,697
429
– –
-10,729
430
– –
-3,405
431
– –
-8,135
432
– –
-10,064
433
– –
-1,924
14 15 16 17
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