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
601
$32K ﹤0.01%
+33
602
$32K ﹤0.01%
807
603
$32K ﹤0.01%
+805
604
$32K ﹤0.01%
300
605
$31K ﹤0.01%
690
-850
606
$31K ﹤0.01%
+1,013
607
$31K ﹤0.01%
446
608
$31K ﹤0.01%
+567
609
$30K ﹤0.01%
+652
610
$30K ﹤0.01%
1,000
611
$30K ﹤0.01%
300
+10
612
$30K ﹤0.01%
+600
613
$30K ﹤0.01%
1,816
614
$30K ﹤0.01%
396
615
$30K ﹤0.01%
+6,147
616
$30K ﹤0.01%
810
617
$30K ﹤0.01%
750
618
$29K ﹤0.01%
575
619
$29K ﹤0.01%
+928
620
$29K ﹤0.01%
300
621
$29K ﹤0.01%
394
622
$28K ﹤0.01%
800
-70
623
$28K ﹤0.01%
+600
624
$28K ﹤0.01%
1,000
625
$27K ﹤0.01%
500
-670
23 24
25
26 27