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
501
$74K ﹤0.01%
1,000
502
$74K ﹤0.01%
2,775
+2,275
503
$74K ﹤0.01%
1,644
504
$73K ﹤0.01%
3,105
+639
505
$73K ﹤0.01%
2,000
506
$73K ﹤0.01%
750
-265
507
$72K ﹤0.01%
557
-38
508
$72K ﹤0.01%
4,875
-15,375
509
$72K ﹤0.01%
1,500
510
$71K ﹤0.01%
1,270
+25
511
$71K ﹤0.01%
1,695
+807
512
$70K ﹤0.01%
+1,035
513
$70K ﹤0.01%
+5,000
514
$70K ﹤0.01%
2,178
-3,796
515
$69K ﹤0.01%
700
516
$69K ﹤0.01%
965
517
$69K ﹤0.01%
1,489
-530
518
$69K ﹤0.01%
1,881
519
$68K ﹤0.01%
430
520
$68K ﹤0.01%
1,690
521
$68K ﹤0.01%
2,400
522
$67K ﹤0.01%
5,000
523
$66K ﹤0.01%
700
-1,350
524
$66K ﹤0.01%
+5,000
525
$66K ﹤0.01%
1,504
-497
19 20
21
22 23