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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
$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%
20
928
$1K ﹤0.01%
300
929
$1K ﹤0.01%
65
930
$1K ﹤0.01%
+3,000
931
$1K ﹤0.01%
+24
932
$1K ﹤0.01%
49
-92
933
– –
0
934
– –
-160
935
– –
-134
936
– –
-594
937
– –
-34
938
– –
-58
939
– –
-760
940
– –
-43
941
– –
-828
942
– –
-220
943
– –
-45
944
– –
-8
945
– –
-3,467
946
– –
0
947
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-159
948
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949
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-1,250
950
– –
-191
36 37
38
39 40