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
$2B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$5.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.17M
5
AZO icon
AutoZone
AZO
+$3.2M

Top Sells

1
+$3.97M
2
+$2.21M
3
+$1.72M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.69M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.47M

Sector Composition

1 Technology 17.34%
2 Healthcare 14%
3 Consumer Discretionary 11.51%
4 Financials 11.38%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
36
927
$1K ﹤0.01%
22
928
$1K ﹤0.01%
36
929
$1K ﹤0.01%
20
930
$1K ﹤0.01%
300
931
$1K ﹤0.01%
65
932
$1K ﹤0.01%
+3,000
933
– –
-400
934
– –
-247
935
– –
-1,000
936
– –
-1,225
937
– –
-22
938
– –
-579
939
– –
-160
940
– –
-134
941
– –
-594
942
– –
-34
943
– –
-58
944
– –
-760
945
– –
-43
946
– –
-828
947
– –
-220
948
– –
-45
949
– –
-8
950
– –
-3,467
36 37
38
39 40