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
726
$28K ﹤0.01%
+185
727
$28K ﹤0.01%
+1,020
728
$28K ﹤0.01%
165
729
$28K ﹤0.01%
440
730
$28K ﹤0.01%
750
731
$27K ﹤0.01%
1,000
732
$27K ﹤0.01%
400
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733
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734
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1,000
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735
$27K ﹤0.01%
687
736
$27K ﹤0.01%
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737
$27K ﹤0.01%
736
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$26K ﹤0.01%
500
739
$26K ﹤0.01%
327
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740
$26K ﹤0.01%
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741
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743
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744
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$25K ﹤0.01%
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746
$25K ﹤0.01%
1,060
747
$25K ﹤0.01%
+3,363
748
$25K ﹤0.01%
300
-210
749
$25K ﹤0.01%
+744
750
$25K ﹤0.01%
+227
28 29
30
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