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
$1.75B
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.29M
3
+$1.68M
4
DDD icon
3D Systems Corp
DDD
+$1.62M
5
ACN icon
Accenture
ACN
+$1.51M

Top Sells

1
+$39.5M
2
+$10.2M
3
+$5.15M
4
AAPL icon
Apple
AAPL
+$4.77M
5
XYL icon
Xylem
XYL
+$4.62M

Sector Composition

1 Technology 16.39%
2 Consumer Discretionary 11.77%
3 Healthcare 11.65%
4 Financials 11.36%
5 Energy 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-114
1002
– –
-1,895
1003
– –
-500
1004
– –
-335
1005
– –
-63,600
1006
– –
-13
1007
– –
-626
1008
– –
-1,397
1009
$0 ﹤0.01%
3
1010
$0 ﹤0.01%
3
1011
– –
-3,300
1012
– –
-6,666
1013
– –
-65,785
1014
$0 ﹤0.01%
20
1015
– –
-38
1016
– –
-10
1017
$0 ﹤0.01%
2
1018
– –
-20,000
1019
– –
-400
1020
– –
-500
1021
– –
-8,000
1022
$0 ﹤0.01%
5
1023
$0 ﹤0.01%
3
1024
$0 ﹤0.01%
41
1025
$0 ﹤0.01%
4
38 39 40
41
42