EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.2M
3
+$13.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.63M

Top Sells

1
+$16.3M
2
+$14.9M
3
+$8.04M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
AXP icon
American Express
AXP
+$6.81M

Sector Composition

1 Technology 16.54%
2 Healthcare 13.57%
3 Consumer Discretionary 13.47%
4 Financials 11.87%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$583K 0.03%
10,318
+2,060
252
$579K 0.03%
19,800
253
$578K 0.03%
4,990
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254
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2,204,000
-165,574
255
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10,404
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256
$565K 0.03%
4,301
-2,493
257
$560K 0.03%
+26,925
258
$559K 0.03%
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259
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8,460
+1,271
260
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12,511
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261
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262
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15,581
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263
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8,758
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264
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265
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27,500
266
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267
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268
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269
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271
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12,500
272
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4,200
273
$507K 0.02%
2,029
274
$506K 0.02%
6,833
275
$505K 0.02%
8,276
+225
9 10
11
12 13