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
576
$74K ﹤0.01%
1,170
-100
577
$72K ﹤0.01%
1,797
+107
578
$72K ﹤0.01%
900
579
$72K ﹤0.01%
268
580
$71K ﹤0.01%
3,325
-200
581
$70K ﹤0.01%
620
582
$70K ﹤0.01%
1,700
583
$69K ﹤0.01%
2,080
584
$69K ﹤0.01%
1,066
+228
585
$69K ﹤0.01%
1,644
586
$69K ﹤0.01%
1,626
+1,418
587
$69K ﹤0.01%
2,000
588
$69K ﹤0.01%
1,415
+615
589
$69K ﹤0.01%
1,035
590
$69K ﹤0.01%
1,000
591
$68K ﹤0.01%
715
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592
$68K ﹤0.01%
1,624
-71
593
$66K ﹤0.01%
1,800
594
$64K ﹤0.01%
430
595
$64K ﹤0.01%
4,575
-1,000
596
$63K ﹤0.01%
805
+585
597
$63K ﹤0.01%
10,300
598
$63K ﹤0.01%
1,667
599
$62K ﹤0.01%
+1,397
600
$61K ﹤0.01%
2,000
22 23
24
25 26