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
751
$25K ﹤0.01%
+1,004
752
$25K ﹤0.01%
529
-300
753
$25K ﹤0.01%
800
754
$25K ﹤0.01%
712
755
$24K ﹤0.01%
+1,650
756
$24K ﹤0.01%
526
757
$24K ﹤0.01%
459
+391
758
$24K ﹤0.01%
+1,200
759
$24K ﹤0.01%
+260
760
$24K ﹤0.01%
8
761
$23K ﹤0.01%
600
762
$23K ﹤0.01%
642
+242
763
$23K ﹤0.01%
1,285
+747
764
$23K ﹤0.01%
586
-4
765
$23K ﹤0.01%
270
+120
766
$23K ﹤0.01%
+1,650
767
$23K ﹤0.01%
650
768
$23K ﹤0.01%
980
769
$23K ﹤0.01%
10,000
770
$22K ﹤0.01%
271
+21
771
$22K ﹤0.01%
13,158
772
$22K ﹤0.01%
500
773
$22K ﹤0.01%
2,000
774
$22K ﹤0.01%
620
775
$21K ﹤0.01%
+501
29 30
31
32 33