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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
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.6M
3
+$14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.84M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.47M

Top Sells

1
+$16.3M
2
+$15.1M
3
+$7.24M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.05M

Sector Composition

1 Technology 16.54%
2 Healthcare 13.57%
3 Consumer Discretionary 13.47%
4 Financials 11.87%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-400
1002
– –
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1003
– –
-500
1004
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-132
1005
– –
-132
1006
– –
-365
1007
– –
-72
1008
– –
-110
1009
– –
-127
1010
– –
-1
1011
– –
-2
1012
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-31
1013
– –
-918
1014
– –
-256
1015
– –
-750
1016
– –
-500
1017
– –
-30
1018
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-800
1019
$0 ﹤0.01%
4
1020
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-1,816
1021
– –
-500
1022
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-15
1023
$0 ﹤0.01%
5
-48
1024
– –
-2,654
1025
– –
-600
39 40
41
42 43