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
726
$12K ﹤0.01%
200
727
$12K ﹤0.01%
+120
728
$11K ﹤0.01%
192
729
$11K ﹤0.01%
250
730
$11K ﹤0.01%
235
731
$11K ﹤0.01%
+135
732
$11K ﹤0.01%
345
733
$10K ﹤0.01%
255
-451
734
$10K ﹤0.01%
449
-3,301
735
$10K ﹤0.01%
538
736
$10K ﹤0.01%
175
+2
737
$10K ﹤0.01%
200
738
$10K ﹤0.01%
25
739
$10K ﹤0.01%
166
-100
740
$10K ﹤0.01%
208
+8
741
$10K ﹤0.01%
75
742
$10K ﹤0.01%
47
743
$10K ﹤0.01%
219
744
$10K ﹤0.01%
2,368
745
$10K ﹤0.01%
200
746
$9K ﹤0.01%
117
747
$9K ﹤0.01%
275
748
$9K ﹤0.01%
+500
749
$9K ﹤0.01%
244
+16
750
$9K ﹤0.01%
+110
28 29
30
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