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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
$2.09B
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
1026
– –
-104
1027
– –
-50
1028
– –
-125
1029
– –
-2,755
1030
– –
-182
1031
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1032
– –
-47
1033
– –
-2,173
1034
– –
-145
1035
– –
-18
1036
– –
-80
1037
– –
0
1038
– –
-1,760
1039
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-1,551
1040
– –
-463
1041
– –
-25
1042
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-30
1043
– –
-2,400
1044
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-3,695
1045
– –
-1,468
1046
– –
-197
1047
– –
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1048
– –
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1049
– –
-45
1050
– –
-5,377
40 41
42
43 44