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
601
$54K ﹤0.01%
2,000
602
$54K ﹤0.01%
+1,558
603
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1,385
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2,080
605
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446
606
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1,034
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607
$52K ﹤0.01%
2,000
608
$52K ﹤0.01%
1,186
609
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2,000
610
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611
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601
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613
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614
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1,708
-1,511
615
$50K ﹤0.01%
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616
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619
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$47K ﹤0.01%
2,640
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621
$47K ﹤0.01%
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622
$46K ﹤0.01%
604
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623
$46K ﹤0.01%
800
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624
$46K ﹤0.01%
1,373
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625
$46K ﹤0.01%
602
+52
23 24
25
26 27