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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
901
$5K ﹤0.01%
333
902
$5K ﹤0.01%
66
+39
903
$5K ﹤0.01%
+240
904
$5K ﹤0.01%
350
905
$5K ﹤0.01%
37
906
$5K ﹤0.01%
+165
907
$5K ﹤0.01%
133
908
$5K ﹤0.01%
+73
909
$5K ﹤0.01%
184
910
$5K ﹤0.01%
+103
911
$5K ﹤0.01%
130
912
$5K ﹤0.01%
+138
913
$5K ﹤0.01%
+49
914
$5K ﹤0.01%
+69
915
$5K ﹤0.01%
227
916
$5K ﹤0.01%
+248
917
$5K ﹤0.01%
+168
918
$5K ﹤0.01%
+300
919
$5K ﹤0.01%
+145
920
$5K ﹤0.01%
+132
921
$5K ﹤0.01%
+408
922
$5K ﹤0.01%
+76
923
$4K ﹤0.01%
+66
924
$4K ﹤0.01%
+43
925
$4K ﹤0.01%
+46
35 36
37
38 39