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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
851
$1K ﹤0.01%
+4
852
$1K ﹤0.01%
37
+1
853
$1K ﹤0.01%
500
854
$1K ﹤0.01%
20
855
– –
-147
856
– –
-310
857
– –
-375
858
– –
0
859
$0 ﹤0.01%
5
860
– –
-1,500
861
$0 ﹤0.01%
39
862
$0 ﹤0.01%
4
863
$0 ﹤0.01%
500
864
$0 ﹤0.01%
200
865
– –
-700
866
– –
-68
867
– –
-138
868
$0 ﹤0.01%
300
869
– –
-1,900
870
– –
-179
871
– –
-44,595
872
– –
-548
873
– –
-10,000
874
– –
-65
875
– –
-21
33 34
35
36 37