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
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$14M
4
PGR icon
Progressive
PGR
+$9.48M
5
UBER icon
Uber
UBER
+$6.75M

Top Sells

1
+$63.8M
2
+$41.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
WMB icon
Williams Companies
WMB
+$9.31M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$89.4M 1.39%
1,678,470
+95,050
27
$88.1M 1.37%
1,072,367
-18,679
28
$85.1M 1.32%
158,670
+32,137
29
$80.4M 1.25%
794,224
-1,656
30
$79.3M 1.23%
205,097
-10,016
31
$76.5M 1.19%
639,255
+21,046
32
$75.6M 1.18%
215,284
-5,762
33
$71.8M 1.12%
269,108
+34,579
34
$71.4M 1.11%
115,526
+103
35
$61.9M 0.96%
432,145
+8,563
36
$56.8M 0.88%
329,341
+34,516
37
$43.8M 0.68%
354,882
-503,011
38
$41.2M 0.64%
66,429
-635
39
$39.7M 0.62%
635,955
+4,735
40
$38.8M 0.6%
68,311
+6,980
41
$36.6M 0.57%
1,666,373
+1,178,886
42
$35M 0.54%
101,837
-1,870
43
$34.2M 0.53%
298,913
+10,203
44
$28M 0.44%
35,947
-599
45
$25.4M 0.39%
165,977
-6,907
46
$24.7M 0.38%
58,225
+878
47
$23.8M 0.37%
42,000
-2,971
48
$23.5M 0.37%
164,254
-8,005
49
$23.1M 0.36%
75,873
-790
50
$17.5M 0.27%
59,410
+7,207
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