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
651
$38K ﹤0.01%
616
652
$37K ﹤0.01%
1,010
653
$37K ﹤0.01%
400
654
$37K ﹤0.01%
300
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655
$36K ﹤0.01%
947
656
$36K ﹤0.01%
83
657
$36K ﹤0.01%
1,410
658
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1,350
-950
659
$36K ﹤0.01%
1,900
660
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1,000
661
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1,000
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$34K ﹤0.01%
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664
$33K ﹤0.01%
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665
$33K ﹤0.01%
396
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$32K ﹤0.01%
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$32K ﹤0.01%
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668
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400
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$32K ﹤0.01%
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-210
671
$31K ﹤0.01%
1,000
672
$31K ﹤0.01%
544
673
$31K ﹤0.01%
1,500
674
$31K ﹤0.01%
500
675
$31K ﹤0.01%
3
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