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
$31.2B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$56.6M
3
+$56.3M
4
AA icon
Alcoa
AA
+$55.9M
5
HWM icon
Howmet Aerospace
HWM
+$49.9M

Top Sells

1
+$680M
2
+$555M
3
+$161M
4
F icon
Ford
F
+$156M
5
DFS
Discover Financial Services
DFS
+$89M

Sector Composition

1 Industrials 41.37%
2 Communication Services 28.78%
3 Consumer Discretionary 12.66%
4 Utilities 7.58%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-121,729
52
– –
-163,602
53
– –
-509,658
1 2
3