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
$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
1001
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1002
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1003
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-1,453
1004
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-200
1005
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-2,000
1006
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1007
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1008
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1009
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-2,498
1010
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-140
1011
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-1,421
1012
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-101
1013
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-947
1014
$0 ﹤0.01%
38
1015
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-4,140
1016
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-480
1017
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-167
1018
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1019
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-445
1020
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-3,547
1021
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-100
1022
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1023
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1024
– –
-892
1025
– –
-290
39 40
41
42 43