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
301
$419K 0.02%
7,943
+1,500
302
$417K 0.02%
11,570
+1,391
303
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10,000
-2,106
304
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305
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7,588
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306
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12,850
307
$402K 0.02%
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308
$400K 0.02%
12,237
309
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3,976
-19
310
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7,000
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311
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7,391
312
$391K 0.02%
15,238
313
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22,400
314
$382K 0.02%
10,000
315
$382K 0.02%
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316
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10,588
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317
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319
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320
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17,850
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321
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7,440
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322
$359K 0.02%
26,775
+18,704
323
$358K 0.02%
4,478
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324
$354K 0.02%
+4,260
325
$354K 0.02%
7,086
+490
11 12
13
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