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
676
$30K ﹤0.01%
290
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677
$30K ﹤0.01%
1,216
678
$30K ﹤0.01%
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679
$30K ﹤0.01%
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$29K ﹤0.01%
47
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681
$29K ﹤0.01%
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682
$29K ﹤0.01%
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683
$29K ﹤0.01%
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685
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686
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687
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529
688
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690
$28K ﹤0.01%
674
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$27K ﹤0.01%
740
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697
$27K ﹤0.01%
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698
$27K ﹤0.01%
400
699
$27K ﹤0.01%
750
700
$26K ﹤0.01%
2,200
-1,800
26 27
28
29 30