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
776
$6K ﹤0.01%
148
777
$6K ﹤0.01%
61
778
$6K ﹤0.01%
800
+450
779
$6K ﹤0.01%
134
+60
780
$6K ﹤0.01%
130
781
$6K ﹤0.01%
+500
782
$5K ﹤0.01%
140
783
$5K ﹤0.01%
46
784
$5K ﹤0.01%
132
785
$5K ﹤0.01%
219
-910
786
$5K ﹤0.01%
165
787
$5K ﹤0.01%
184
788
$5K ﹤0.01%
1,500
789
$5K ﹤0.01%
85
790
$5K ﹤0.01%
227
791
$4K ﹤0.01%
66
792
$4K ﹤0.01%
25
793
$4K ﹤0.01%
+132
794
$4K ﹤0.01%
1,000
795
$4K ﹤0.01%
408
796
$4K ﹤0.01%
199
797
$4K ﹤0.01%
+127
798
$4K ﹤0.01%
140
799
$4K ﹤0.01%
+75
800
$4K ﹤0.01%
+167
30 31
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