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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.16M
3
+$2.94M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.08M
5
CLB icon
Core Laboratories
CLB
+$1.8M

Top Sells

1
+$11.2M
2
+$9.24M
3
+$7.76M
4
CE icon
Celanese
CE
+$4.16M
5
AZO icon
AutoZone
AZO
+$3.81M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
200
852
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853
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854
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169
855
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97
856
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89
857
– –
0
858
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182
859
$4K ﹤0.01%
50
860
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182
+70
861
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84
862
$4K ﹤0.01%
11
-18
863
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71
864
$4K ﹤0.01%
40
865
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83
866
$4K ﹤0.01%
100
867
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63
-48
868
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500
869
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870
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+500
871
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50
872
$3K ﹤0.01%
232
873
$3K ﹤0.01%
69
874
$3K ﹤0.01%
91
875
$3K ﹤0.01%
78
33 34
35
36 37