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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.47M
3
+$3.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.9M
5
STZ icon
Constellation Brands
STZ
+$1.92M

Top Sells

1
+$26.1M
2
+$7.26M
3
+$4.81M
4
MSFT icon
Microsoft
MSFT
+$3.68M
5
XLRN
Acceleron Pharma
XLRN
+$3.65M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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429
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430
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431
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432
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-10,551
433
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-643
434
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435
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-3,657
436
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