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
151
$2.11M 0.03%
3,175
152
$2.1M 0.03%
3,013
+435
153
$2.06M 0.03%
9,842
+134
154
$2.03M 0.03%
30,090
-476
155
$2.02M 0.03%
13,245
-50
156
$1.99M 0.03%
13,439
157
$1.95M 0.03%
12,517
-393
158
$1.94M 0.03%
12,377
159
$1.92M 0.03%
14,488
160
$1.91M 0.03%
16,322
+3,228
161
$1.89M 0.03%
3,567
+668
162
$1.84M 0.03%
22,771
163
$1.82M 0.03%
5,970
-30
164
$1.82M 0.03%
21,765
-80
165
$1.81M 0.03%
41,446
166
$1.77M 0.03%
8,095
167
$1.73M 0.03%
3,283
+4
168
$1.73M 0.03%
39,306
-2,900
169
$1.71M 0.03%
13,512
170
$1.71M 0.03%
7,837
-656
171
$1.68M 0.03%
6,132
-1,036
172
$1.66M 0.03%
40,248
-3,945
173
$1.65M 0.03%
21,760
174
$1.63M 0.03%
12,968
-40
175
$1.61M 0.03%
7,040
5 6
7
8 9