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
351
$302K 0.01%
4,247
+3,282
352
$301K 0.01%
5,193
+2,933
353
$299K 0.01%
3,549
354
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+5,390
355
$296K 0.01%
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356
$295K 0.01%
+7,397
357
$290K 0.01%
20,520
+7,057
358
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1,326
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$289K 0.01%
249
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360
$284K 0.01%
4,430
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361
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5,400
362
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3,364
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363
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15,450
-3,267
364
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4,064
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365
$277K 0.01%
5,800
366
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7,500
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367
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368
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369
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7,338
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370
$268K 0.01%
8,570
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371
$266K 0.01%
4,222
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372
$264K 0.01%
8,177
+1,419
373
$259K 0.01%
7,750
-900
374
$257K 0.01%
6,062
-21
375
$256K 0.01%
11,305
13 14
15
16 17