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
551
$76K ﹤0.01%
2,032
-800
552
$76K ﹤0.01%
+1,210
553
$76K ﹤0.01%
250
554
$75K ﹤0.01%
606
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555
$75K ﹤0.01%
10,000
556
$74K ﹤0.01%
900
557
$73K ﹤0.01%
834
+14
558
$73K ﹤0.01%
4,702
559
$72K ﹤0.01%
1,500
560
$71K ﹤0.01%
10,444
561
$71K ﹤0.01%
4,377
562
$70K ﹤0.01%
4,587
563
$70K ﹤0.01%
5,625
564
$70K ﹤0.01%
1,250
565
$69K ﹤0.01%
+1,905
566
$69K ﹤0.01%
3,250
+95
567
$68K ﹤0.01%
1,491
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568
$67K ﹤0.01%
1,838
-1,656
569
$67K ﹤0.01%
1,050
+825
570
$67K ﹤0.01%
2,000
571
$67K ﹤0.01%
5,000
572
$66K ﹤0.01%
3,300
573
$66K ﹤0.01%
1,102
574
$66K ﹤0.01%
1,881
+95
575
$65K ﹤0.01%
724
+24
21 22
23
24 25