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
876
$9K ﹤0.01%
+165
877
$9K ﹤0.01%
+534
878
$9K ﹤0.01%
380
+260
879
$9K ﹤0.01%
+13
880
$9K ﹤0.01%
+184
881
$9K ﹤0.01%
+398
882
$9K ﹤0.01%
261
883
$9K ﹤0.01%
+168
884
$9K ﹤0.01%
+383
885
$9K ﹤0.01%
2,368
886
$8K ﹤0.01%
+143
887
$8K ﹤0.01%
+140
888
$8K ﹤0.01%
+130
889
$8K ﹤0.01%
200
890
$8K ﹤0.01%
100
891
$8K ﹤0.01%
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892
$8K ﹤0.01%
450
893
$8K ﹤0.01%
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$8K ﹤0.01%
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895
$8K ﹤0.01%
647
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896
$8K ﹤0.01%
83
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897
$7K ﹤0.01%
128
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898
$7K ﹤0.01%
+212
899
$7K ﹤0.01%
+357
900
$7K ﹤0.01%
+69
34 35
36
37 38