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
601
$61K ﹤0.01%
4,875
602
$61K ﹤0.01%
1,161
603
$60K ﹤0.01%
1,760
604
$60K ﹤0.01%
1,250
605
$60K ﹤0.01%
1,700
+1,500
606
$59K ﹤0.01%
935
+465
607
$58K ﹤0.01%
+1,186
608
$56K ﹤0.01%
3,888
+742
609
$56K ﹤0.01%
5,000
610
$56K ﹤0.01%
1,075
+500
611
$56K ﹤0.01%
+4,000
612
$56K ﹤0.01%
2,000
613
$55K ﹤0.01%
4,377
614
$54K ﹤0.01%
896
615
$54K ﹤0.01%
1,169
+1,003
616
$54K ﹤0.01%
900
-1,060
617
$54K ﹤0.01%
681
618
$53K ﹤0.01%
+700
619
$53K ﹤0.01%
329
-1,495
620
$53K ﹤0.01%
10,444
621
$52K ﹤0.01%
324
622
$52K ﹤0.01%
83
623
$52K ﹤0.01%
+443
624
$51K ﹤0.01%
17,900
+12,900
625
$51K ﹤0.01%
1,334
23 24
25
26 27