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
651
$42K ﹤0.01%
552
652
$42K ﹤0.01%
182
-228
653
$42K ﹤0.01%
1,340
654
$42K ﹤0.01%
1,233
-3,593
655
$42K ﹤0.01%
+6,000
656
$41K ﹤0.01%
947
657
$41K ﹤0.01%
+3,213
658
$41K ﹤0.01%
+2,000
659
$41K ﹤0.01%
+370
660
$41K ﹤0.01%
+777
661
$41K ﹤0.01%
658
662
$40K ﹤0.01%
553
663
$40K ﹤0.01%
5,700
664
$40K ﹤0.01%
1,644
+630
665
$40K ﹤0.01%
1,000
666
$39K ﹤0.01%
+2,500
667
$38K ﹤0.01%
800
668
$38K ﹤0.01%
+616
669
$38K ﹤0.01%
178
+13
670
$38K ﹤0.01%
395
-305
671
$37K ﹤0.01%
400
672
$37K ﹤0.01%
1,468
673
$36K ﹤0.01%
1,619
+1,170
674
$36K ﹤0.01%
1,700
675
$35K ﹤0.01%
933
-3,736
25 26
27
28 29