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
376
$255K 0.01%
6,521
+700
377
$250K 0.01%
4,907
378
$249K 0.01%
+14,610
379
$248K 0.01%
+3,784
380
$246K 0.01%
1,045
+150
381
$244K 0.01%
18,750
+3,250
382
$243K 0.01%
3,370
-95
383
$243K 0.01%
+15,194
384
$241K 0.01%
5,998
385
$237K 0.01%
2,345
+690
386
$237K 0.01%
+5,554
387
$235K 0.01%
12,225
+3,125
388
$235K 0.01%
6,668
389
$232K 0.01%
10,000
-33
390
$231K 0.01%
2,305
+1,030
391
$230K 0.01%
3,700
392
$228K 0.01%
+13,779
393
$228K 0.01%
2,403
+35
394
$228K 0.01%
2,765
+484
395
$227K 0.01%
3,116
+454
396
$225K 0.01%
+1,983
397
$225K 0.01%
8,000
398
$224K 0.01%
9,090
-211
399
$224K 0.01%
4,960
400
$223K 0.01%
+1,950
14 15
16
17 18