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
801
$4K ﹤0.01%
88
802
$4K ﹤0.01%
208
803
$4K ﹤0.01%
338
804
$4K ﹤0.01%
13,158
805
$4K ﹤0.01%
+750
806
$4K ﹤0.01%
59
807
$3K ﹤0.01%
2,000
808
$3K ﹤0.01%
+102
809
$3K ﹤0.01%
125
-75
810
$3K ﹤0.01%
+72
811
$3K ﹤0.01%
1,144
812
$3K ﹤0.01%
+68
813
$3K ﹤0.01%
100
814
$3K ﹤0.01%
+30
815
$3K ﹤0.01%
15
-305
816
$3K ﹤0.01%
120
-316
817
$3K ﹤0.01%
+212
818
$3K ﹤0.01%
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819
$3K ﹤0.01%
+50
820
$3K ﹤0.01%
+70
821
$3K ﹤0.01%
+31
822
$3K ﹤0.01%
+87
823
$3K ﹤0.01%
500
824
$3K ﹤0.01%
79
825
$2K ﹤0.01%
30
31 32
33
34 35