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
801
$13K ﹤0.01%
+250
802
$13K ﹤0.01%
378
803
$13K ﹤0.01%
216
+12
804
$13K ﹤0.01%
+400
805
$13K ﹤0.01%
119
+86
806
$13K ﹤0.01%
+316
807
$13K ﹤0.01%
3
808
$13K ﹤0.01%
+198
809
$12K ﹤0.01%
500
810
$12K ﹤0.01%
+200
811
$12K ﹤0.01%
135
812
$12K ﹤0.01%
+385
813
$12K ﹤0.01%
166
814
$12K ﹤0.01%
+300
815
$12K ﹤0.01%
+200
816
$12K ﹤0.01%
+169
817
$12K ﹤0.01%
155
+37
818
$12K ﹤0.01%
+375
819
$12K ﹤0.01%
+368
820
$11K ﹤0.01%
123
-2,738
821
$11K ﹤0.01%
+320
822
$11K ﹤0.01%
150
-1,500
823
$11K ﹤0.01%
300
824
$11K ﹤0.01%
760
825
$11K ﹤0.01%
325
-65
31 32
33
34 35