EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$13.2M 0.6%
316,309
52
$13.1M 0.6%
204,118
+134,493
53
$12.7M 0.58%
60,182
+4,031
54
$12.1M 0.56%
127,632
-4,395
55
$11.8M 0.54%
427,032
-30,798
56
$11.4M 0.52%
133,364
+4
57
$11.3M 0.52%
117,953
-1,947
58
$10.9M 0.5%
191,984
+12,081
59
$10.5M 0.48%
343,987
+2,960
60
$9.45M 0.43%
79,486
-959
61
$9.27M 0.43%
260,182
+173,122
62
$9.15M 0.42%
168,194
-793
63
$8.98M 0.41%
162,260
+25,300
64
$8.93M 0.41%
206,826
-14,344
65
$8.87M 0.41%
80,228
+3,796
66
$8.87M 0.41%
29,803
+26,177
67
$8.3M 0.38%
119,786
-214,519
68
$8.1M 0.37%
245,342
-1,049
69
$8.07M 0.37%
98,554
-2,622
70
$7.73M 0.36%
27,891
+4,642
71
$7.55M 0.35%
530,039
+23,445
72
$7.19M 0.33%
46,890
-5,650
73
$6.86M 0.31%
268,327
+2,793
74
$6.85M 0.31%
60,233
+52,893
75
$6.85M 0.31%
74,700
-2,801
1 2
3
4 5