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
576
$65K ﹤0.01%
2,000
577
$64K ﹤0.01%
554
+77
578
$64K ﹤0.01%
456
-1,518
579
$63K ﹤0.01%
1,245
580
$63K ﹤0.01%
600
581
$62K ﹤0.01%
800
-48
582
$62K ﹤0.01%
3,829
583
$61K ﹤0.01%
1,523
+873
584
$61K ﹤0.01%
800
585
$60K ﹤0.01%
268
586
$60K ﹤0.01%
15
587
$59K ﹤0.01%
5,000
588
$59K ﹤0.01%
1,356
-989
589
$59K ﹤0.01%
961
-489
590
$59K ﹤0.01%
1,800
591
$58K ﹤0.01%
1,405
-199
592
$58K ﹤0.01%
430
593
$58K ﹤0.01%
661
+136
594
$58K ﹤0.01%
1,250
595
$57K ﹤0.01%
+1,667
596
$56K ﹤0.01%
1,160
-460
597
$56K ﹤0.01%
1,225
598
$55K ﹤0.01%
443
599
$55K ﹤0.01%
1,340
+500
600
$54K ﹤0.01%
1,760
22 23
24
25 26