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
501
$121K 0.01%
1,896
502
$121K 0.01%
1,145
+14
503
$120K 0.01%
1,755
+80
504
$120K 0.01%
5,184
505
$119K 0.01%
1,747
+1,547
506
$118K 0.01%
+937
507
$118K 0.01%
+7,650
508
$118K 0.01%
1,789
-28
509
$115K 0.01%
8,066
510
$114K 0.01%
823
511
$110K 0.01%
2,669
+1,169
512
$108K 0.01%
3,800
513
$108K 0.01%
3,000
514
$108K 0.01%
2,445
515
$108K 0.01%
4,000
516
$107K ﹤0.01%
3,230
517
$107K ﹤0.01%
+16,776
518
$106K ﹤0.01%
4,000
519
$105K ﹤0.01%
2,125
520
$105K ﹤0.01%
3,000
521
$104K ﹤0.01%
4,234
+1,129
522
$104K ﹤0.01%
2,500
-1,050
523
$103K ﹤0.01%
+1,925
524
$103K ﹤0.01%
1,838
-500
525
$103K ﹤0.01%
1,144
-73
19 20
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