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
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$14M
4
PGR icon
Progressive
PGR
+$9.48M
5
UBER icon
Uber
UBER
+$6.75M

Top Sells

1
+$63.8M
2
+$41.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
WMB icon
Williams Companies
WMB
+$9.31M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.97M 0.14%
15,834
-5
77
$8.03M 0.12%
36,273
-1,353
78
$8.02M 0.12%
11
79
$8.01M 0.12%
59,447
-1,500
80
$7.97M 0.12%
36,540
81
$7.87M 0.12%
36,449
-1,138
82
$7.86M 0.12%
80,397
+10
83
$7.6M 0.12%
95,958
-5,065
84
$7.32M 0.11%
32,995
-1,480
85
$7.1M 0.11%
108,435
+47,225
86
$7.09M 0.11%
25,982
-75
87
$6.99M 0.11%
104,017
+19,597
88
$6.8M 0.11%
132,053
89
$6.71M 0.1%
216,493
-700
90
$6.1M 0.09%
61,745
-235
91
$6.06M 0.09%
55,010
92
$5.9M 0.09%
44,070
-750
93
$5.82M 0.09%
24,541
-50
94
$5.71M 0.09%
21,179
-45
95
$5.65M 0.09%
10,237
-800
96
$5.55M 0.09%
28,330
-5,170
97
$5.54M 0.09%
18,244
98
$5.35M 0.08%
21,631
-300
99
$5.28M 0.08%
15,552
-30
100
$5.18M 0.08%
18,535
-203
2 3
4
5 6