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
1
$416M 6.47%
836,043
-24,764
2
$381M 5.93%
2,413,188
-55,925
3
$338M 5.25%
1,645,530
-56,602
4
$255M 3.97%
1,163,536
-27,517
5
$232M 3.6%
412,418
-8,670
6
$203M 3.16%
1,358,268
+97
7
$196M 3.05%
52,902
-1,636
8
$178M 2.76%
1,261,942
+19,944
9
$174M 2.71%
983,616
-15,772
10
$174M 2.71%
600,108
-36,107
11
$165M 2.57%
450,742
-9,652
12
$159M 2.47%
2,533,229
-157,756
13
$146M 2.26%
1,038,503
-17,718
14
$138M 2.14%
781,694
-25,154
15
$132M 2.05%
271,667
-3,012
16
$126M 1.96%
435,449
-8,216
17
$116M 1.8%
110,130
-2,345
18
$115M 1.79%
284,202
-5,492
19
$109M 1.69%
363,546
-11,020
20
$103M 1.6%
103,881
-9,325
21
$102M 1.59%
873,956
-7,044
22
$100M 1.56%
1,074,811
+82,017
23
$96.7M 1.5%
309,817
-22,906
24
$89.6M 1.39%
405,552
-31,645
25
$89.6M 1.39%
501,474
-8,337
1
2 3 4 5