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
576
$40K ﹤0.01%
800
577
$40K ﹤0.01%
1,833
-1,233
578
$39K ﹤0.01%
552
+483
579
$39K ﹤0.01%
1,000
580
$38K ﹤0.01%
800
581
$38K ﹤0.01%
1,334
582
$38K ﹤0.01%
1,350
583
$37K ﹤0.01%
1,600
584
$37K ﹤0.01%
10,000
585
$36K ﹤0.01%
1,000
586
$36K ﹤0.01%
550
587
$36K ﹤0.01%
829
+300
588
$35K ﹤0.01%
165
+100
589
$35K ﹤0.01%
+155
590
$35K ﹤0.01%
1,253
591
$35K ﹤0.01%
400
592
$35K ﹤0.01%
1,200
593
$34K ﹤0.01%
+970
594
$34K ﹤0.01%
281
+26
595
$34K ﹤0.01%
2,228
596
$33K ﹤0.01%
544
597
$33K ﹤0.01%
1,000
598
$33K ﹤0.01%
1,468
599
$33K ﹤0.01%
+637
600
$32K ﹤0.01%
+5,129
22 23
24
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