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
826
$2K ﹤0.01%
300
827
$2K ﹤0.01%
+20
828
$2K ﹤0.01%
200
829
$2K ﹤0.01%
150
830
$2K ﹤0.01%
+13
831
$2K ﹤0.01%
+105
832
$2K ﹤0.01%
+16
833
$2K ﹤0.01%
+76
834
$2K ﹤0.01%
+61
835
$2K ﹤0.01%
+159
836
$2K ﹤0.01%
+15
837
$2K ﹤0.01%
+52
838
$2K ﹤0.01%
+22
839
$2K ﹤0.01%
800
840
$2K ﹤0.01%
55
+33
841
$2K ﹤0.01%
148
842
$2K ﹤0.01%
1,000
843
$1K ﹤0.01%
20
-9
844
$1K ﹤0.01%
+31
845
$1K ﹤0.01%
+256
846
$1K ﹤0.01%
14
847
$1K ﹤0.01%
+38
848
$1K ﹤0.01%
53
-2
849
$1K ﹤0.01%
85
850
$1K ﹤0.01%
37
+1
32 33
34
35 36