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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
$2.22B
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
1101
$0 ﹤0.01%
65
+26
1102
– –
-777
1103
$0 ﹤0.01%
4
1104
$0 ﹤0.01%
500
1105
$0 ﹤0.01%
200
1106
– –
-1,000
1107
– –
-1,035
1108
– –
-6,668
1109
– –
-130
1110
– –
-2,460
1111
– –
-980
1112
– –
-11
1113
– –
-1,000
1114
– –
-55
1115
– –
-1,274
1116
$0 ﹤0.01%
375
1117
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0
1118
– –
-736
1119
– –
-300
1120
– –
-16,776
1121
– –
-10,444
1122
– –
-108
1123
– –
-176,600
1124
– –
-10,000
1125
$0 ﹤0.01%
+1
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