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
676
$18K ﹤0.01%
294
677
$18K ﹤0.01%
293
-1,251
678
$18K ﹤0.01%
1,006
+281
679
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373
680
$18K ﹤0.01%
+306
681
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+500
682
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400
683
$17K ﹤0.01%
400
684
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+918
685
$17K ﹤0.01%
1,250
686
$17K ﹤0.01%
220
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687
$17K ﹤0.01%
+2,000
688
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689
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980
690
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500
691
$16K ﹤0.01%
300
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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695
$16K ﹤0.01%
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$16K ﹤0.01%
125
698
$16K ﹤0.01%
3
699
$16K ﹤0.01%
3,925
700
$16K ﹤0.01%
619
26 27
28
29 30