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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.16M
3
+$2.94M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.08M
5
CLB icon
Core Laboratories
CLB
+$1.8M

Top Sells

1
+$11.2M
2
+$9.24M
3
+$7.76M
4
CE icon
Celanese
CE
+$4.16M
5
AZO icon
AutoZone
AZO
+$3.81M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.15M 0.04%
3,904
+100
177
$1.12M 0.04%
22,056
178
$1.11M 0.04%
12,859
179
$1.08M 0.04%
16,607
-1,704
180
$1.08M 0.04%
20,732
+60
181
$1.07M 0.04%
8,524
182
$1.04M 0.04%
25,700
-700
183
$1.03M 0.04%
17,454
+236
184
$1.03M 0.04%
30,810
-1,000
185
$1.03M 0.04%
14,772
-3,035
186
$1.03M 0.04%
11,200
187
$1.02M 0.04%
33,682
+240
188
$1.02M 0.04%
18,304
189
$1.01M 0.04%
34,179
+1,605
190
$996K 0.04%
5,760
191
$970K 0.04%
8,575
+1,885
192
$964K 0.04%
75,020
193
$952K 0.04%
59,535
194
$952K 0.04%
13,650
195
$923K 0.03%
3,731
196
$897K 0.03%
5,674
197
$896K 0.03%
28,020
-40
198
$885K 0.03%
20,658
-935
199
$876K 0.03%
12,344
-63
200
$872K 0.03%
12,812
-250
6 7
8
9 10