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
401
$221K 0.01%
9,197
+1,319
402
$220K 0.01%
+2,598
403
$220K 0.01%
3,000
404
$219K 0.01%
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405
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522
406
$215K 0.01%
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407
$212K 0.01%
4,000
408
$209K 0.01%
25,820
409
$207K 0.01%
17,760
410
$206K 0.01%
3,259
411
$204K 0.01%
+4,036
412
$203K 0.01%
1,175
413
$201K 0.01%
4,464
+3,239
414
$199K 0.01%
4,730
415
$198K 0.01%
5,748
+3,570
416
$197K 0.01%
4,216
417
$197K 0.01%
+1,595
418
$194K 0.01%
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419
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1,115
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420
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2,387
+1,241
421
$192K 0.01%
2,117
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422
$191K 0.01%
3,722
+1,569
423
$191K 0.01%
11,255
+205
424
$191K 0.01%
10,584
425
$189K 0.01%
1,716
15 16
17
18 19