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
776
$16K ﹤0.01%
2,250
777
$15K ﹤0.01%
300
778
$15K ﹤0.01%
828
779
$15K ﹤0.01%
1,250
-1,500
780
$15K ﹤0.01%
160
-300
781
$15K ﹤0.01%
165
782
$15K ﹤0.01%
152
783
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450
+350
784
$15K ﹤0.01%
619
785
$15K ﹤0.01%
345
786
$14K ﹤0.01%
70
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787
$14K ﹤0.01%
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788
$14K ﹤0.01%
800
789
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800
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$14K ﹤0.01%
300
-500
791
$14K ﹤0.01%
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$14K ﹤0.01%
543
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$14K ﹤0.01%
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$14K ﹤0.01%
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795
$13K ﹤0.01%
320
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$13K ﹤0.01%
205
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797
$13K ﹤0.01%
+290
798
$13K ﹤0.01%
362
799
$13K ﹤0.01%
+363
800
$13K ﹤0.01%
145
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