EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$28.6M 1.31%
416,007
+38,218
27
$27.2M 1.25%
290,736
+10,492
28
$27.1M 1.25%
540,780
+18,400
29
$27.1M 1.24%
196,838
+8,139
30
$26.3M 1.21%
309,645
-6,731
31
$23.4M 1.08%
419,356
+16,765
32
$22.9M 1.05%
1,302,280
33
$22.5M 1.03%
159,091
+8,752
34
$22.2M 1.02%
+550,974
35
$21.6M 0.99%
142,290
+3,413
36
$21.3M 0.98%
202,955
-13,912
37
$21.2M 0.97%
329,089
-1,668
38
$21.2M 0.97%
240,709
+2,926
39
$20.9M 0.96%
236,677
+555
40
$20.8M 0.96%
271,443
+11,273
41
$20.6M 0.95%
263,540
-87,162
42
$19.7M 0.9%
1,902,068
+62,256
43
$18.7M 0.86%
414,575
-3,000
44
$17.7M 0.81%
182,185
-1,163
45
$17.2M 0.79%
130,471
+20,486
46
$15.4M 0.71%
180,452
-13,854
47
$14.8M 0.68%
450,850
-39,515
48
$14.7M 0.68%
71,285
+42,845
49
$14.4M 0.66%
261,684
+28,840
50
$14M 0.64%
134,406
+131,392
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