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
$2.93B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$7.36M
3
+$6.83M
4
MSFT icon
Microsoft
MSFT
+$6.57M
5
MMM icon
3M
MMM
+$6.5M

Top Sells

1
+$10.7M
2
+$6.93M
3
+$3.85M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.73M
5
IP icon
International Paper
IP
+$599K

Sector Composition

1 Technology 18.68%
2 Consumer Discretionary 16.43%
3 Financials 15.53%
4 Healthcare 11.01%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$61K ﹤0.01%
21,300
402
$53K ﹤0.01%
10,000
403
$19K ﹤0.01%
1,000
404
$18K ﹤0.01%
3
405
– –
-8,405
406
– –
-3,002
407
– –
-2,869
408
– –
-3,684
409
– –
-11,844
410
– –
-5,546
411
– –
-5,000
412
– –
-6,435
413
– –
-3,059
13 14 15 16
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