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
426
$159K 0.01%
2,330
427
$158K 0.01%
4,900
428
$158K 0.01%
1,049
429
$158K 0.01%
+2,200
430
$158K 0.01%
1,500
431
$158K 0.01%
1,100
+400
432
$157K 0.01%
1,836
+750
433
$156K 0.01%
6,076
+576
434
$156K 0.01%
4,437
+40
435
$155K 0.01%
3,000
436
$153K 0.01%
10,069
437
$152K 0.01%
1,750
+450
438
$152K 0.01%
2,038
+388
439
$152K 0.01%
1,851
-154
440
$150K 0.01%
4,897
-3,808
441
$150K 0.01%
1,350
442
$149K 0.01%
1,600
-700
443
$149K 0.01%
2,864
+382
444
$149K 0.01%
4,000
445
$147K 0.01%
3,467
+1,123
446
$145K 0.01%
1,169
+169
447
$145K 0.01%
1,981
+136
448
$143K 0.01%
5,615
-1,235
449
$143K 0.01%
7,021
+2,000
450
$142K 0.01%
2,600
16 17
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