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
876
$3K ﹤0.01%
56
-33
877
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143
878
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100
879
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300
880
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178
881
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3
882
$2K ﹤0.01%
+34
883
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45
-35
884
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100
885
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50
-500
886
$2K ﹤0.01%
307
887
$2K ﹤0.01%
42
888
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+25
889
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20
890
$2K ﹤0.01%
108
891
$2K ﹤0.01%
187
892
$2K ﹤0.01%
91
893
$2K ﹤0.01%
500
894
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72
895
$1K ﹤0.01%
200
896
$1K ﹤0.01%
+20
897
$1K ﹤0.01%
1,625
898
$1K ﹤0.01%
+1,300
899
$1K ﹤0.01%
37
900
$1K ﹤0.01%
1,500
34 35
36
37 38