ETC

Evercore Trust Company Portfolio holdings

AUM $34.6B
1-Year Est. Return 25.39%
This Quarter Est. Return
1 Year Est. Return
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.24B
2
+$5.73B
3
+$3.64B
4
GD icon
General Dynamics
GD
+$2.22B
5
HON icon
Honeywell
HON
+$1.56B

Top Sells

No sells this quarter

Sector Composition

1 Industrials 40.23%
2 Communication Services 31.83%
3 Consumer Discretionary 20.64%
4 Utilities 2.05%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.7M 0.12%
+251,524
27
$30.8M 0.12%
+540,240
28
$15.5M 0.06%
+443,167
29
$14.2M 0.05%
+1,385,955
30
$5.49M 0.02%
+192,427
31
$3.6M 0.01%
+64,361
32
$1.63M 0.01%
+970,534
1
2