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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
$2.09B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11M
4
AGN
Allergan plc
AGN
+$9.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.74M

Top Sells

1
+$20.4M
2
+$17.1M
3
+$6.49M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.47M
5
MRO
Marathon Oil Corporation
MRO
+$3.83M

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 15.61%
3 Healthcare 13.84%
4 Financials 13.03%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
+130
927
$1K ﹤0.01%
30
928
$1K ﹤0.01%
+112
929
$1K ﹤0.01%
26
-1,690
930
$1K ﹤0.01%
1,144
931
$1K ﹤0.01%
72
932
$1K ﹤0.01%
+1
933
$1K ﹤0.01%
1
934
$1K ﹤0.01%
50
935
$1K ﹤0.01%
74
936
$1K ﹤0.01%
22
937
$1K ﹤0.01%
37
938
$1K ﹤0.01%
500
939
$1K ﹤0.01%
1,500
940
– –
-10,000
941
– –
-78
942
– –
-364
943
– –
-2,000
944
$0 ﹤0.01%
800
945
– –
-103
946
– –
-193
947
$0 ﹤0.01%
5
948
– –
-464
949
– –
-607
950
– –
-22
36 37
38
39 40