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
$5.52B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$38.2M
3
+$5.12M
4
BWA icon
BorgWarner
BWA
+$3.22M
5
FIS icon
Fidelity National Information Services
FIS
+$2.87M

Top Sells

1
+$8.17M
2
+$6.41M
3
+$6.37M
4
ACN icon
Accenture
ACN
+$6.28M
5
ROP icon
Roper Technologies
ROP
+$6.04M

Sector Composition

1 Technology 26.52%
2 Financials 16.04%
3 Consumer Discretionary 15.22%
4 Healthcare 11.37%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-8,687
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428
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429
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430
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431
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-10,000
432
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433
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434
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435
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436
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437
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-5,000
438
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-14,964
439
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440
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-15,000
14 15 16 17
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