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
701
$32K ﹤0.01%
263
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702
$32K ﹤0.01%
+430
703
$32K ﹤0.01%
2,500
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704
$32K ﹤0.01%
+355
705
$31K ﹤0.01%
1,000
706
$31K ﹤0.01%
300
707
$31K ﹤0.01%
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708
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710
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600
712
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715
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716
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722
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$29K ﹤0.01%
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724
$29K ﹤0.01%
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725
$29K ﹤0.01%
405
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27 28
29
30 31