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
101
$4.81M 0.07%
20,920
-955
102
$4.81M 0.07%
6,519
-363
103
$4.68M 0.07%
37,720
-3,749
104
$4.67M 0.07%
94,402
-5,855
105
$4.58M 0.07%
10,450
-352
106
$4.55M 0.07%
33,351
-2,010
107
$4.54M 0.07%
22,991
-1,259
108
$4.51M 0.07%
24,741
-56
109
$4.44M 0.07%
24,262
-31,507
110
$4.34M 0.07%
13,592
-235
111
$4.2M 0.07%
18,040
-15
112
$4.19M 0.07%
38,150
-150
113
$4.14M 0.06%
14,507
-100
114
$4.12M 0.06%
30,920
-4,715
115
$4M 0.06%
36,565
-60
116
$3.96M 0.06%
14,147
-209
117
$3.87M 0.06%
52,883
-102
118
$3.82M 0.06%
42,405
119
$3.81M 0.06%
72,661
+625
120
$3.77M 0.06%
9,724
+240
121
$3.61M 0.06%
5,101
-67
122
$3.29M 0.05%
16,837
123
$3.26M 0.05%
33,948
-6,037
124
$3.23M 0.05%
45,416
-17,862
125
$3.21M 0.05%
17,481
3 4
5
6 7