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
201
$1.15M 0.02%
8,786
-3,588
202
$1.13M 0.02%
26,177
203
$1.13M 0.02%
10,534
204
$1.13M 0.02%
24,984
205
$1.12M 0.02%
1,413
-27
206
$1.1M 0.02%
17,782
207
$1.09M 0.02%
9,875
-5,075
208
$1.09M 0.02%
24,089
-490
209
$1.09M 0.02%
12,126
-1,028
210
$1.08M 0.02%
37,120
211
$1.08M 0.02%
4,675
212
$1.06M 0.02%
47,150
-21,860
213
$1.06M 0.02%
2,076
214
$1.02M 0.02%
7,174
-700
215
$989K 0.02%
10,768
-1,648
216
$980K 0.02%
21,171
-484
217
$951K 0.01%
3,262
218
$948K 0.01%
19,661
219
$947K 0.01%
2,128
+27
220
$940K 0.01%
15,358
-2,688
221
$932K 0.01%
2,660
-40
222
$907K 0.01%
17,248
223
$888K 0.01%
3,696
224
$843K 0.01%
1,797
+18
225
$842K 0.01%
45,438
7 8
9
10 11