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
551
$50K ﹤0.01%
1,538
-300
552
$50K ﹤0.01%
2,000
553
$49K ﹤0.01%
560
554
$49K ﹤0.01%
1,914
+1,674
555
$48K ﹤0.01%
700
556
$48K ﹤0.01%
744
-1,499
557
$47K ﹤0.01%
+800
558
$47K ﹤0.01%
1,189
+54
559
$46K ﹤0.01%
510
560
$46K ﹤0.01%
324
561
$46K ﹤0.01%
5,700
562
$46K ﹤0.01%
1,500
563
$45K ﹤0.01%
+300
564
$44K ﹤0.01%
271
565
$44K ﹤0.01%
1,050
+500
566
$44K ﹤0.01%
+2,000
567
$43K ﹤0.01%
83
568
$42K ﹤0.01%
947
569
$42K ﹤0.01%
10,444
570
$41K ﹤0.01%
553
571
$41K ﹤0.01%
1,727
-2,294
572
$41K ﹤0.01%
+658
573
$40K ﹤0.01%
870
-1,490
574
$40K ﹤0.01%
+4,728
575
$40K ﹤0.01%
1,300
21 22
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