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
$2.22B
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.4M
3
+$8.15M
4
AGN
Allergan plc
AGN
+$8.09M
5
DORM icon
Dorman Products
DORM
+$6.21M

Top Sells

1
+$11.6M
2
+$10M
3
+$7.03M
4
NVS icon
Novartis
NVS
+$6.29M
5
AA icon
Alcoa
AA
+$2.09M

Sector Composition

1 Technology 16.27%
2 Healthcare 13.82%
3 Consumer Discretionary 13.79%
4 Financials 12.71%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-300
1052
– –
-5,901
1053
– –
-117
1054
– –
-430
1055
– –
-40
1056
– –
-16
1057
– –
-2,000
1058
– –
-150
1059
– –
-522
1060
– –
-285
1061
– –
-64
1062
– –
-150
1063
– –
-174
1064
– –
0
1065
– –
-324
1066
– –
-24
1067
– –
-359
1068
– –
-244
1069
– –
-72
1070
– –
-450
1071
– –
-108
1072
– –
-245
1073
– –
-3,370
1074
– –
-6,637
1075
– –
-33
41 42
43
44 45