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
351
$263K 0.01%
5,800
+500
352
$262K 0.01%
11,000
353
$259K 0.01%
7,166
-2,386
354
$259K 0.01%
5,490
+4,840
355
$259K 0.01%
2,408
-800
356
$258K 0.01%
5,517
357
$256K 0.01%
10,895
358
$256K 0.01%
4,044
359
$254K 0.01%
3,810
+2,260
360
$254K 0.01%
3,611
-57
361
$253K 0.01%
1,739
+134
362
$250K 0.01%
8,065
363
$250K 0.01%
5,159
364
$241K 0.01%
2,475
+274
365
$238K 0.01%
1,984
+100
366
$232K 0.01%
4,591
+3,711
367
$232K 0.01%
10,555
+324
368
$230K 0.01%
813
+60
369
$229K 0.01%
14,697
+197
370
$227K 0.01%
11,391
371
$224K 0.01%
4,675
-3,000
372
$224K 0.01%
4,000
373
$223K 0.01%
4,000
374
$222K 0.01%
+4,000
375
$222K 0.01%
+3,545
13 14
15
16 17