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
776
$21K ﹤0.01%
1,404
-429
777
$21K ﹤0.01%
521
778
$21K ﹤0.01%
+1,500
779
$21K ﹤0.01%
+480
780
$21K ﹤0.01%
+504
781
$21K ﹤0.01%
+660
782
$21K ﹤0.01%
933
783
$20K ﹤0.01%
+241
784
$20K ﹤0.01%
+700
785
$20K ﹤0.01%
+250
786
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155
787
$20K ﹤0.01%
475
788
$19K ﹤0.01%
800
789
$19K ﹤0.01%
305
790
$19K ﹤0.01%
165
791
$19K ﹤0.01%
+1,800
792
$19K ﹤0.01%
450
793
$19K ﹤0.01%
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794
$19K ﹤0.01%
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795
$19K ﹤0.01%
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796
$19K ﹤0.01%
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797
$18K ﹤0.01%
+1,000
798
$18K ﹤0.01%
+776
799
$18K ﹤0.01%
+360
800
$18K ﹤0.01%
+360
30 31
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