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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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$11.7M
3
+$7.85M
4
BBY icon
Best Buy
BBY
+$7M
5
NET icon
Cloudflare
NET
+$6.42M

Top Sells

1
+$67M
2
+$36.8M
3
+$9.95M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.07M

Sector Composition

1 Technology 27.23%
2 Financials 15.79%
3 Consumer Discretionary 14.9%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-18,489
427
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-1,655
428
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429
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-2,789
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-4,721
431
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-13,110
432
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-2,640
433
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-103,255
434
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-5,497
435
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-12,852
436
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437
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438
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-8,304
439
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-30,041
440
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-90,049
441
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-1,653
442
– –
-13,775
443
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-8,452
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