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
476
$93K ﹤0.01%
1,888
477
$93K ﹤0.01%
+410
478
$92K ﹤0.01%
2,200
-725
479
$91K ﹤0.01%
+3,171
480
$91K ﹤0.01%
1,327
-307
481
$89K ﹤0.01%
+4,516
482
$88K ﹤0.01%
+1,230
483
$83K ﹤0.01%
+3,570
484
$83K ﹤0.01%
2,281
-1,918
485
$82K ﹤0.01%
1,900
486
$82K ﹤0.01%
1,965
+1,325
487
$81K ﹤0.01%
10,300
488
$79K ﹤0.01%
1,500
489
$78K ﹤0.01%
5,575
490
$78K ﹤0.01%
1,700
-700
491
$78K ﹤0.01%
268
492
$78K ﹤0.01%
+1,128
493
$78K ﹤0.01%
900
494
$77K ﹤0.01%
+2,105
495
$76K ﹤0.01%
1,500
+500
496
$76K ﹤0.01%
3,677
497
$76K ﹤0.01%
1,000
-600
498
$75K ﹤0.01%
1,500
+500
499
$75K ﹤0.01%
3,525
500
$74K ﹤0.01%
1,340
18 19
20
21 22