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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
901
$1K ﹤0.01%
53
902
$1K ﹤0.01%
1,625
903
$1K ﹤0.01%
400
904
$1K ﹤0.01%
+20
905
$1K ﹤0.01%
+1,300
906
$1K ﹤0.01%
37
907
$1K ﹤0.01%
1,500
908
$1K ﹤0.01%
200
909
– –
-40
910
– –
-1,700
911
$0 ﹤0.01%
38
912
$0 ﹤0.01%
9
913
– –
-240
914
$0 ﹤0.01%
+1
915
– –
-158
916
$0 ﹤0.01%
10
-14
917
– –
-75
918
– –
-2,600
919
$0 ﹤0.01%
29
920
– –
-900
921
$0 ﹤0.01%
375
922
– –
-2,000
923
– –
-18
924
– –
-469
925
– –
-378
35 36
37
38 39