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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
801
$13K ﹤0.01%
378
802
$13K ﹤0.01%
216
+12
803
$13K ﹤0.01%
+400
804
$13K ﹤0.01%
119
+86
805
$13K ﹤0.01%
+316
806
$13K ﹤0.01%
3
807
$13K ﹤0.01%
+198
808
$13K ﹤0.01%
320
809
$12K ﹤0.01%
135
810
$12K ﹤0.01%
+385
811
$12K ﹤0.01%
166
812
$12K ﹤0.01%
+300
813
$12K ﹤0.01%
+169
814
$12K ﹤0.01%
155
+37
815
$12K ﹤0.01%
+375
816
$12K ﹤0.01%
+368
817
$12K ﹤0.01%
500
818
$12K ﹤0.01%
+200
819
$12K ﹤0.01%
+200
820
$11K ﹤0.01%
300
821
$11K ﹤0.01%
760
822
$11K ﹤0.01%
325
-65
823
$11K ﹤0.01%
219
-411
824
$11K ﹤0.01%
+320
825
$11K ﹤0.01%
450
31 32
33
34 35