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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
876
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-3,829
877
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-100
878
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-3,000
879
$0 ﹤0.01%
375
880
– –
0
881
$0 ﹤0.01%
+5
882
– –
-37,525
883
– –
-1,536
884
– –
-3,754
885
$0 ﹤0.01%
4
886
– –
-16,480
887
– –
-60,400
888
– –
-222
889
– –
-33,535
890
– –
-325
891
– –
-5,625
892
– –
-800
893
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894
– –
-800
895
– –
-5,461
896
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897
– –
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898
– –
-445
899
– –
-96
900
– –
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34 35
36
37 38