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
526
$71K ﹤0.01%
1,018
-250
527
$70K ﹤0.01%
810
528
$69K ﹤0.01%
782
529
$69K ﹤0.01%
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530
$69K ﹤0.01%
1,370
531
$69K ﹤0.01%
350
532
$68K ﹤0.01%
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533
$68K ﹤0.01%
4,750
534
$68K ﹤0.01%
2,626
-268
535
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3,000
536
$67K ﹤0.01%
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537
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538
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539
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3,000
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531
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541
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545
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546
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1,500
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2,198
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548
$62K ﹤0.01%
2,000
549
$62K ﹤0.01%
464
550
$62K ﹤0.01%
1,787
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