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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.9M
3
+$6.27M
4
STZ icon
Constellation Brands
STZ
+$3.64M
5
ANSS
Ansys
ANSS
+$3.45M

Top Sells

1
+$43M
2
+$37.6M
3
+$12.5M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.4M
5
TJX icon
TJX Companies
TJX
+$7.9M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.36M 0.14%
18,938
-2,430
77
$8.99M 0.13%
13
+1
78
$8.47M 0.13%
38,330
-7,690
79
$8.41M 0.13%
69,433
-659
80
$8.25M 0.12%
47,820
+530
81
$7.64M 0.11%
39,626
82
$7.4M 0.11%
27,020
-117
83
$7.09M 0.11%
27,050
-25
84
$6.96M 0.1%
25,028
-48
85
$6.87M 0.1%
27,853
-20
86
$6.83M 0.1%
84,557
+528
87
$6.42M 0.1%
19,923
+8
88
$6.37M 0.1%
26,833
89
$6.35M 0.1%
218,193
-940
90
$6.17M 0.09%
45,237
-13,041
91
$5.47M 0.08%
86,817
-5,229
92
$5.37M 0.08%
21,041
-110
93
$5.16M 0.08%
18,208
+1
94
$5.15M 0.08%
42,550
95
$5.08M 0.08%
53,022
-1,407
96
$5.02M 0.08%
173,383
-23,655
97
$4.98M 0.07%
112,053
-728
98
$4.95M 0.07%
10,135
-73
99
$4.88M 0.07%
15,516
-37,481
100
$4.83M 0.07%
100,873
-16,828
2 3
4
5 6