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
651
$23K ﹤0.01%
310
652
$23K ﹤0.01%
+150
653
$23K ﹤0.01%
736
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$23K ﹤0.01%
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655
$23K ﹤0.01%
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-279
656
$22K ﹤0.01%
490
657
$22K ﹤0.01%
650
658
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450
659
$22K ﹤0.01%
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660
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$20K ﹤0.01%
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669
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$20K ﹤0.01%
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$19K ﹤0.01%
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468
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673
$19K ﹤0.01%
548
674
$19K ﹤0.01%
800
675
$19K ﹤0.01%
1,274
-4,014
25 26
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