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
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.6M
3
+$14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.84M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.47M

Top Sells

1
+$16.3M
2
+$15.1M
3
+$7.24M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.05M

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
676
$35K ﹤0.01%
698
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677
$34K ﹤0.01%
+769
678
$34K ﹤0.01%
548
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$34K ﹤0.01%
290
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680
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681
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$34K ﹤0.01%
680
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$34K ﹤0.01%
3,677
684
$33K ﹤0.01%
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$33K ﹤0.01%
155
686
$33K ﹤0.01%
4,528
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687
$33K ﹤0.01%
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688
$33K ﹤0.01%
550
689
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3,000
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690
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300
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$32K ﹤0.01%
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696
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1,000
698
$32K ﹤0.01%
807
699
$32K ﹤0.01%
1,200
700
$32K ﹤0.01%
+600
26 27
28
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