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
$2.01B
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.11M
3
+$3.86M
4
KMI icon
Kinder Morgan
KMI
+$3.74M
5
FIVE icon
Five Below
FIVE
+$3.52M

Top Sells

1
+$7.89M
2
+$6.94M
3
+$6.61M
4
MRO
Marathon Oil Corporation
MRO
+$6.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.28M

Sector Composition

1 Technology 18.35%
2 Healthcare 14.6%
3 Consumer Discretionary 13.63%
4 Financials 12.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$111K 0.01%
1,896
-372
452
$111K 0.01%
8,066
453
$111K 0.01%
2,125
454
$110K 0.01%
4,000
455
$110K 0.01%
1,960
-1,440
456
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4,000
457
$105K 0.01%
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458
$105K 0.01%
11,000
-2,000
459
$105K 0.01%
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460
$103K 0.01%
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+162
461
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8,071
462
$103K 0.01%
22,000
463
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2,421
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464
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2,062
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465
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9,447
-1,248
466
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2,082
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467
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2,000
468
$98K ﹤0.01%
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1,146
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470
$96K ﹤0.01%
3,800
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471
$95K ﹤0.01%
2,480
-500
472
$93K ﹤0.01%
2,400
473
$93K ﹤0.01%
3,230
474
$93K ﹤0.01%
1,593
475
$93K ﹤0.01%
+3,000
17 18
19
20 21