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
701
$26K ﹤0.01%
3,000
702
$26K ﹤0.01%
+640
703
$25K ﹤0.01%
505
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704
$25K ﹤0.01%
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705
$25K ﹤0.01%
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706
$25K ﹤0.01%
+1,800
707
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255
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708
$25K ﹤0.01%
550
709
$25K ﹤0.01%
700
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710
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179
711
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712
$24K ﹤0.01%
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1,000
715
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221
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716
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1,500
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717
$23K ﹤0.01%
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718
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+400
719
$22K ﹤0.01%
325
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$22K ﹤0.01%
490
721
$22K ﹤0.01%
401
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722
$22K ﹤0.01%
260
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723
$22K ﹤0.01%
575
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724
$22K ﹤0.01%
1,000
725
$22K ﹤0.01%
2,046
-643
27 28
29
30 31