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
626
$45K ﹤0.01%
681
+419
627
$45K ﹤0.01%
762
+266
628
$45K ﹤0.01%
1,500
629
$45K ﹤0.01%
861
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630
$44K ﹤0.01%
1,028
+175
631
$44K ﹤0.01%
3,000
632
$44K ﹤0.01%
250
633
$44K ﹤0.01%
3,000
634
$44K ﹤0.01%
7,000
635
$44K ﹤0.01%
+1,100
636
$43K ﹤0.01%
844
637
$42K ﹤0.01%
365
638
$41K ﹤0.01%
2,000
639
$41K ﹤0.01%
736
640
$40K ﹤0.01%
1,000
641
$40K ﹤0.01%
3,213
642
$39K ﹤0.01%
769
643
$39K ﹤0.01%
271
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644
$39K ﹤0.01%
560
-400
645
$39K ﹤0.01%
1,334
646
$39K ﹤0.01%
2,125
+848
647
$38K ﹤0.01%
589
648
$38K ﹤0.01%
550
649
$38K ﹤0.01%
5,700
650
$38K ﹤0.01%
800
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