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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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$7.42M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$5.19M
5
AZO icon
AutoZone
AZO
+$4.88M

Top Sells

1
+$28.6M
2
+$8.45M
3
+$6.1M
4
MS icon
Morgan Stanley
MS
+$5.97M
5
ROP icon
Roper Technologies
ROP
+$5.3M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-3,278
427
– –
-6,536
428
– –
-631
429
– –
-1,760
430
– –
-1,350
431
– –
-3,270
432
– –
-5,900
433
– –
-5,000
434
– –
-215,403
435
– –
-14,000
436
– –
-10,000
437
– –
-5,530
14 15 16 17
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