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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
$2.42B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.5M
3
+$12.6M
4
AMZN icon
Amazon
AMZN
+$8.8M
5
JBL icon
Jabil
JBL
+$4.51M

Top Sells

1
+$20.1M
2
+$15.5M
3
+$7M
4
EMC
EMC CORPORATION
EMC
+$4.39M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.09M

Sector Composition

1 Technology 16.6%
2 Healthcare 14.81%
3 Consumer Discretionary 14.21%
4 Financials 13.62%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-700
1027
– –
-1,440
1028
– –
-1,085
1029
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-217
1030
– –
-1,111
1031
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-250
1032
– –
-249
1033
– –
-45
1034
– –
-197
1035
– –
-285
1036
– –
-616
1037
– –
-944
1038
– –
-1,450
1039
– –
-1,883
1040
– –
-1,450
1041
– –
-300
1042
– –
-1,997
1043
– –
-262
1044
– –
-600
1045
– –
-310
1046
– –
-500
1047
$0 ﹤0.01%
5
1048
– –
-1,700
1049
– –
-110
1050
– –
-17
40 41
42
43 44