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
626
$51K ﹤0.01%
2,000
627
$50K ﹤0.01%
815
+522
628
$49K ﹤0.01%
1,028
629
$49K ﹤0.01%
800
630
$49K ﹤0.01%
+816
631
$49K ﹤0.01%
410
-147
632
$48K ﹤0.01%
271
633
$48K ﹤0.01%
1,500
634
$48K ﹤0.01%
+3,570
635
$47K ﹤0.01%
735
-15
636
$47K ﹤0.01%
8,087
+2,958
637
$47K ﹤0.01%
637
-107
638
$47K ﹤0.01%
1,600
639
$47K ﹤0.01%
2,000
640
$46K ﹤0.01%
+1,186
641
$46K ﹤0.01%
+844
642
$46K ﹤0.01%
700
643
$45K ﹤0.01%
500
644
$45K ﹤0.01%
1,000
645
$45K ﹤0.01%
300
646
$44K ﹤0.01%
+300
647
$44K ﹤0.01%
1,135
-54
648
$43K ﹤0.01%
+1,006
649
$43K ﹤0.01%
+520
650
$43K ﹤0.01%
+3,000
24 25
26
27 28