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
526
$65K ﹤0.01%
1,667
527
$65K ﹤0.01%
858
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528
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3,300
529
$63K ﹤0.01%
825
530
$63K ﹤0.01%
1,250
531
$62K ﹤0.01%
838
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532
$61K ﹤0.01%
620
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533
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1,316
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534
$61K ﹤0.01%
1,800
535
$60K ﹤0.01%
2,700
-2,600
536
$60K ﹤0.01%
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537
$59K ﹤0.01%
575
538
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539
$58K ﹤0.01%
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540
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2,000
541
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543
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544
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545
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546
$54K ﹤0.01%
4,377
547
$54K ﹤0.01%
681
548
$53K ﹤0.01%
1,028
549
$53K ﹤0.01%
800
550
$51K ﹤0.01%
728
-1,762
20 21
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