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
701
$16K ﹤0.01%
550
702
$15K ﹤0.01%
225
-825
703
$15K ﹤0.01%
100
704
$15K ﹤0.01%
155
705
$15K ﹤0.01%
+8,100
706
$14K ﹤0.01%
300
707
$14K ﹤0.01%
200
708
$14K ﹤0.01%
145
709
$14K ﹤0.01%
378
710
$14K ﹤0.01%
1,400
711
$14K ﹤0.01%
+2,522
712
$14K ﹤0.01%
+700
713
$14K ﹤0.01%
513
714
$13K ﹤0.01%
450
715
$13K ﹤0.01%
469
716
$13K ﹤0.01%
135
717
$13K ﹤0.01%
362
718
$13K ﹤0.01%
600
719
$13K ﹤0.01%
150
720
$13K ﹤0.01%
400
721
$13K ﹤0.01%
+5,000
722
$13K ﹤0.01%
600
723
$12K ﹤0.01%
200
724
$12K ﹤0.01%
300
725
$12K ﹤0.01%
127
27 28
29
30 31