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
476
$93K ﹤0.01%
1,406
477
$93K ﹤0.01%
829
478
$92K ﹤0.01%
965
479
$92K ﹤0.01%
+2,330
480
$91K ﹤0.01%
675
481
$91K ﹤0.01%
2,500
482
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367
-20
483
$91K ﹤0.01%
1,134
+760
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$90K ﹤0.01%
1,800
485
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420
-25
486
$90K ﹤0.01%
450
487
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1,498
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488
$89K ﹤0.01%
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489
$87K ﹤0.01%
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490
$86K ﹤0.01%
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$86K ﹤0.01%
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494
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432
495
$84K ﹤0.01%
186
496
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1,368
-23
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2,166
498
$83K ﹤0.01%
3,200
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499
$83K ﹤0.01%
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500
$83K ﹤0.01%
516
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