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
551
$87K ﹤0.01%
1,900
552
$85K ﹤0.01%
1,450
-600
553
$85K ﹤0.01%
3,671
-2,205
554
$84K ﹤0.01%
1,000
555
$84K ﹤0.01%
1,534
-4,000
556
$83K ﹤0.01%
7,648
-1,799
557
$83K ﹤0.01%
+627
558
$83K ﹤0.01%
575
559
$82K ﹤0.01%
+5,000
560
$82K ﹤0.01%
1,962
+81
561
$81K ﹤0.01%
3,570
562
$81K ﹤0.01%
1,888
563
$80K ﹤0.01%
1,230
564
$80K ﹤0.01%
3,300
565
$80K ﹤0.01%
2,244
-531
566
$80K ﹤0.01%
+844
567
$80K ﹤0.01%
+5,450
568
$80K ﹤0.01%
1,168
+310
569
$78K ﹤0.01%
+1,039
570
$77K ﹤0.01%
1,967
+1,499
571
$77K ﹤0.01%
+3,182
572
$76K ﹤0.01%
736
+36
573
$75K ﹤0.01%
21,300
-12,000
574
$75K ﹤0.01%
+3,000
575
$74K ﹤0.01%
1,500
21 22
23
24 25