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
$2.01B
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
1001
– –
-1,505
1002
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-3,363
1003
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-25,895
1004
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-24,130
1005
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-285
1006
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-250
1007
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-133
1008
– –
-82
1009
– –
-1,093
1010
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-458
1011
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-260
1012
– –
-75,358
1013
– –
-4,800
1014
– –
-156
1015
– –
-144
1016
– –
-1,650
1017
– –
-16,258
1018
– –
-250
1019
– –
-3,000
1020
– –
-239
1021
– –
-3,000
1022
– –
-1,800
1023
– –
-3,322
1024
– –
-445
1025
– –
-96
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