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
676
$35K ﹤0.01%
698
+325
677
$34K ﹤0.01%
680
+180
678
$34K ﹤0.01%
+769
679
$34K ﹤0.01%
548
+210
680
$34K ﹤0.01%
290
-10
681
$34K ﹤0.01%
+2,000
682
$34K ﹤0.01%
+610
683
$34K ﹤0.01%
3,677
684
$33K ﹤0.01%
3,000
-3,000
685
$33K ﹤0.01%
1,700
686
$33K ﹤0.01%
+1,173
687
$33K ﹤0.01%
+424
688
$33K ﹤0.01%
300
689
$33K ﹤0.01%
942
+142
690
$33K ﹤0.01%
155
691
$33K ﹤0.01%
4,528
-200
692
$33K ﹤0.01%
1,000
693
$33K ﹤0.01%
550
694
$32K ﹤0.01%
544
695
$32K ﹤0.01%
+5,901
696
$32K ﹤0.01%
+720
697
$32K ﹤0.01%
1,000
698
$32K ﹤0.01%
807
699
$32K ﹤0.01%
1,200
700
$32K ﹤0.01%
+600
26 27
28
29 30