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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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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-2,039
427
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-6,131
428
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-5,000
429
– –
-14,964
430
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-11,147
431
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-15,000
432
– –
-3,851
433
– –
-6,536
434
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435
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-8,687
436
– –
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437
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-10,000
438
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-2,446
439
– –
-1,688
440
– –
-1,824
14 15 16 17
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