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
826
$15K ﹤0.01%
619
827
$14K ﹤0.01%
840
-800
828
$14K ﹤0.01%
469
829
$14K ﹤0.01%
300
830
$14K ﹤0.01%
135
831
$14K ﹤0.01%
362
832
$14K ﹤0.01%
600
833
$14K ﹤0.01%
146
-3,500
834
$14K ﹤0.01%
+543
835
$14K ﹤0.01%
200
836
$14K ﹤0.01%
400
837
$14K ﹤0.01%
95
+20
838
$14K ﹤0.01%
1,400
839
$13K ﹤0.01%
291
-361
840
$13K ﹤0.01%
338
-3,124
841
$13K ﹤0.01%
+400
842
$13K ﹤0.01%
638
+246
843
$13K ﹤0.01%
100
844
$13K ﹤0.01%
267
+125
845
$13K ﹤0.01%
3
846
$12K ﹤0.01%
25
847
$12K ﹤0.01%
300
848
$12K ﹤0.01%
194
+50
849
$12K ﹤0.01%
179
850
$12K ﹤0.01%
300
32 33
34
35 36