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
401
$185K 0.01%
1,470
402
$183K 0.01%
4,490
-75
403
$181K 0.01%
5,400
-600
404
$181K 0.01%
3,000
405
$180K 0.01%
5,810
-535
406
$180K 0.01%
+5,974
407
$178K 0.01%
2,442
-4,400
408
$177K 0.01%
+8,120
409
$176K 0.01%
10,584
-504
410
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3,400
-583
411
$175K 0.01%
3,410
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412
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+1,400
413
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5,310
-1,036
414
$174K 0.01%
3,667
-1,671
415
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5,228
+444
416
$168K 0.01%
1,126
-59
417
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13,369
-2,194
418
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2,121
-410
419
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2,000
420
$164K 0.01%
3,163
-1,320
421
$164K 0.01%
3,804
+863
422
$163K 0.01%
2,248
-1,427
423
$163K 0.01%
2,742
-302
424
$161K 0.01%
3,610
-420
425
$160K 0.01%
2,113
+450
15 16
17
18 19