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
126
$2.97M 0.05%
37,075
+249
127
$2.96M 0.05%
32,195
-2
128
$2.94M 0.05%
37,939
+18,057
129
$2.93M 0.05%
24,810
-26
130
$2.92M 0.05%
5,444
-500
131
$2.91M 0.05%
18,273
-3,531
132
$2.89M 0.04%
119,102
-14,901
133
$2.82M 0.04%
46,771
134
$2.81M 0.04%
26,606
-10,875
135
$2.74M 0.04%
10,633
-8
136
$2.72M 0.04%
10,164
-750
137
$2.68M 0.04%
27,113
+49
138
$2.58M 0.04%
2,194
-227
139
$2.54M 0.04%
12,387
140
$2.47M 0.04%
22,741
-107
141
$2.43M 0.04%
16,502
-80
142
$2.43M 0.04%
22,400
143
$2.39M 0.04%
26,098
-7,652
144
$2.36M 0.04%
27,079
+1,558
145
$2.34M 0.04%
25,723
-1,190
146
$2.33M 0.04%
11,983
-250
147
$2.32M 0.04%
49,024
-24,685
148
$2.25M 0.04%
22,305
-14,921
149
$2.16M 0.03%
26,160
-294
150
$2.16M 0.03%
4,658
+286
4 5
6
7 8