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
501
$105K 0.01%
1,696
+53
502
$105K 0.01%
823
503
$103K 0.01%
8,071
504
$103K 0.01%
1,634
505
$102K 0.01%
+6,000
506
$102K 0.01%
2,400
507
$102K 0.01%
2,152
+656
508
$102K 0.01%
900
509
$102K 0.01%
+3,090
510
$102K 0.01%
2,044
511
$101K 0.01%
1,774
-1,814
512
$101K 0.01%
2,268
513
$101K 0.01%
1,170
-200
514
$99K 0.01%
2,125
-600
515
$99K 0.01%
3,000
516
$97K 0.01%
10,300
517
$96K ﹤0.01%
1,544
-293
518
$96K ﹤0.01%
1,887
+385
519
$95K ﹤0.01%
1,705
+30
520
$95K ﹤0.01%
3,230
-1,000
521
$93K ﹤0.01%
2,458
+2,293
522
$93K ﹤0.01%
1,256
523
$92K ﹤0.01%
1,585
-145
524
$91K ﹤0.01%
2,387
525
$91K ﹤0.01%
1,814
+102
19 20
21
22 23