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
1076
– –
-6,637
1077
– –
-33
1078
– –
-10,444
1079
– –
-108
1080
– –
-176,600
1081
– –
-10,000
1082
$0 ﹤0.01%
4
1083
– –
-1,500
1084
– –
-1,700
1085
– –
-200
1086
– –
-250
1087
– –
-2,000
1088
– –
-20
1089
– –
-235
1090
$0 ﹤0.01%
5
1091
– –
-16,776
1092
$0 ﹤0.01%
+1
1093
– –
-736
1094
– –
-17,900
1095
– –
-1,334
1096
– –
-140
1097
– –
-1,173
1098
$0 ﹤0.01%
2
1099
$0 ﹤0.01%
1
1100
– –
-700
42 43
44
45 46