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
$1.94B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.8M
3
+$5.16M
4
GILD icon
Gilead Sciences
GILD
+$4.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M

Top Sells

1
+$3.9M
2
+$3.9M
3
+$3.1M
4
DTV
DIRECTV COM STK (DE)
DTV
+$2.86M
5
EEP
Enbridge Energy Partners
EEP
+$2.75M

Sector Composition

1 Technology 17.09%
2 Healthcare 12.92%
3 Financials 11.5%
4 Energy 10.69%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$394K 0.02%
+10,191
302
$391K 0.02%
2,333
+345
303
$391K 0.02%
3,280
+443
304
$384K 0.02%
9,725
-2,736
305
$382K 0.02%
3,322
+1,339
306
$379K 0.02%
13,250
307
$371K 0.02%
5,172
+2,454
308
$369K 0.02%
10,963
+700
309
$368K 0.02%
4,800
310
$365K 0.02%
11,279
-4,156
311
$364K 0.02%
7,961
+885
312
$363K 0.02%
7,000
-240
313
$359K 0.02%
3,016
+54
314
$359K 0.02%
7,964
-7,275
315
$355K 0.02%
9,500
316
$354K 0.02%
6,000
317
$348K 0.02%
2,029
-100
318
$343K 0.02%
13,200
319
$340K 0.02%
10,700
+10,000
320
$340K 0.02%
1,985
-1,225
321
$334K 0.02%
8,940
+3,504
322
$332K 0.02%
6,521
323
$331K 0.02%
3,465
324
$329K 0.02%
1,976
+1,763
325
$327K 0.02%
8,955
-1,945
11 12
13
14 15