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
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.6M
3
+$14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.84M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.47M

Top Sells

1
+$16.3M
2
+$15.1M
3
+$7.24M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.05M

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%
300
828
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840
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829
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469
830
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135
831
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362
832
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600
833
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146
-3,500
834
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+543
835
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200
836
$14K ﹤0.01%
400
837
$14K ﹤0.01%
95
+20
838
$14K ﹤0.01%
1,400
839
$13K ﹤0.01%
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840
$13K ﹤0.01%
338
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841
$13K ﹤0.01%
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$13K ﹤0.01%
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$13K ﹤0.01%
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845
$13K ﹤0.01%
3
846
$12K ﹤0.01%
300
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$12K ﹤0.01%
194
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848
$12K ﹤0.01%
179
849
$12K ﹤0.01%
25
850
$12K ﹤0.01%
300
32 33
34
35 36