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
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$14M
4
PGR icon
Progressive
PGR
+$9.48M
5
UBER icon
Uber
UBER
+$6.75M

Top Sells

1
+$63.8M
2
+$41.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
WMB icon
Williams Companies
WMB
+$9.31M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.3M 0.27%
+341,851
52
$17.3M 0.27%
55,960
-3,215
53
$16.7M 0.26%
122,699
-24,640
54
$16M 0.25%
86,106
-721
55
$15.9M 0.25%
177,847
-976
56
$15.8M 0.25%
173,403
-1,057
57
$13.5M 0.21%
61,712
-1,062
58
$13.3M 0.21%
100,810
-780
59
$12.7M 0.2%
32,201
-151
60
$12.6M 0.2%
35,516
-1,282
61
$12.4M 0.19%
42,608
-3,790
62
$12.2M 0.19%
175,887
-13,783
63
$11.8M 0.18%
16,122
-344
64
$11.8M 0.18%
206,527
+2,550
65
$11.5M 0.18%
71,999
-2,007
66
$11.4M 0.18%
163,661
+16,409
67
$10.8M 0.17%
59,317
+1,848
68
$10.2M 0.16%
143,676
-1,122
69
$10M 0.16%
48,169
-1,395
70
$9.93M 0.15%
78,444
-94
71
$9.88M 0.15%
67,642
-235
72
$9.85M 0.15%
158,814
-40
73
$9.51M 0.15%
29,945
+3,431
74
$9.16M 0.14%
33,238
-10,786
75
$9.12M 0.14%
84,629
-685
1 2
3
4 5