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
126
$1.84M 0.09%
27,525
-16,890
127
$1.84M 0.09%
136,688
-3,960
128
$1.84M 0.09%
47,759
-518
129
$1.76M 0.09%
69,497
-18,707
130
$1.76M 0.09%
24,338
-3,320
131
$1.75M 0.09%
19,470
-5,600
132
$1.73M 0.09%
12,546
+39
133
$1.71M 0.09%
5,045
+309
134
$1.69M 0.08%
21,592
-32
135
$1.68M 0.08%
23,000
136
$1.63M 0.08%
27,470
+5,350
137
$1.6M 0.08%
32,474
-6,454
138
$1.56M 0.08%
15,059
-737
139
$1.55M 0.08%
91,900
+24,500
140
$1.55M 0.08%
14,649
141
$1.5M 0.08%
33,020
-427
142
$1.5M 0.07%
21,318
-403
143
$1.47M 0.07%
11,739
+75
144
$1.47M 0.07%
53,993
-32,662
145
$1.45M 0.07%
59,788
-9,414
146
$1.43M 0.07%
6,923
-22,345
147
$1.42M 0.07%
7,380
+165
148
$1.42M 0.07%
3,971
+162
149
$1.4M 0.07%
17,365
-553
150
$1.4M 0.07%
15,270
+1,773
4 5
6
7 8