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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
1001
– –
-800
1002
– –
-73
1003
– –
-1,000
1004
– –
-315
1005
– –
-91
1006
– –
-190
1007
– –
-1,000
1008
– –
-4,344
1009
– –
-198
1010
– –
-167
1011
$0 ﹤0.01%
5
1012
– –
-110
1013
– –
-1,000
1014
– –
-2,900
1015
– –
-25
1016
$0 ﹤0.01%
39
1017
$0 ﹤0.01%
4
1018
– –
-46
1019
– –
-97
1020
– –
-484
1021
– –
-45
1022
– –
-49
1023
$0 ﹤0.01%
375
1024
– –
-1,225
1025
– –
-22
38 39 40
41
42