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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.16M
3
+$2.94M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.08M
5
CLB icon
Core Laboratories
CLB
+$1.8M

Top Sells

1
+$11.2M
2
+$9.24M
3
+$7.76M
4
CE icon
Celanese
CE
+$4.16M
5
AZO icon
AutoZone
AZO
+$3.81M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$106K ﹤0.01%
2,661
452
$106K ﹤0.01%
925
453
$104K ﹤0.01%
518
-100
454
$104K ﹤0.01%
2,400
455
$103K ﹤0.01%
2,745
+531
456
$103K ﹤0.01%
730
457
$102K ﹤0.01%
1,087
458
$102K ﹤0.01%
1,200
459
$101K ﹤0.01%
302
460
$101K ﹤0.01%
4,793
-2,000
461
$101K ﹤0.01%
600
-50
462
$101K ﹤0.01%
1,500
463
$101K ﹤0.01%
1,750
464
$100K ﹤0.01%
1,805
+30
465
$99K ﹤0.01%
3,000
466
$97K ﹤0.01%
1,641
467
$97K ﹤0.01%
3,123
-3,123
468
$96K ﹤0.01%
1,954
-450
469
$96K ﹤0.01%
474
470
$96K ﹤0.01%
2,000
471
$95K ﹤0.01%
1,690
472
$94K ﹤0.01%
3,645
-1,000
473
$94K ﹤0.01%
5,000
474
$94K ﹤0.01%
2,500
475
$93K ﹤0.01%
1,900
17 18
19
20 21