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
976
– –
-166
977
– –
-92
978
– –
-110
979
– –
-161
980
– –
-51
981
– –
-144
982
– –
-20
983
– –
-125
984
– –
-1,100
985
– –
-3,000
986
– –
-144
987
$0 ﹤0.01%
4
988
– –
-3,000
989
– –
-158
990
– –
-2,500
991
– –
-142
992
– –
-75
993
– –
-193
994
– –
-89
995
– –
-1,800
996
– –
-73
997
– –
-138
998
– –
-100
999
– –
-54
1000
– –
-28
38 39
40
41 42