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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
$2.69B
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%
182
852
– –
0
853
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200
854
$5K ﹤0.01%
170
855
$5K ﹤0.01%
124
856
$5K ﹤0.01%
169
857
$5K ﹤0.01%
97
858
$5K ﹤0.01%
89
859
$4K ﹤0.01%
182
+70
860
$4K ﹤0.01%
71
861
$4K ﹤0.01%
100
862
$4K ﹤0.01%
84
863
$4K ﹤0.01%
11
-18
864
$4K ﹤0.01%
82
865
$4K ﹤0.01%
63
-48
866
$4K ﹤0.01%
500
867
$4K ﹤0.01%
137
868
$4K ﹤0.01%
+500
869
$4K ﹤0.01%
50
870
$4K ﹤0.01%
50
871
$4K ﹤0.01%
40
872
$3K ﹤0.01%
69
873
$3K ﹤0.01%
91
874
$3K ﹤0.01%
78
875
$3K ﹤0.01%
56
-33
33 34
35
36 37