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
901
$5K ﹤0.01%
+168
902
$5K ﹤0.01%
+300
903
$5K ﹤0.01%
+145
904
$5K ﹤0.01%
+132
905
$5K ﹤0.01%
+408
906
$5K ﹤0.01%
+105
907
$5K ﹤0.01%
+199
908
$5K ﹤0.01%
+110
909
$5K ﹤0.01%
333
910
$5K ﹤0.01%
66
+39
911
$5K ﹤0.01%
+240
912
$5K ﹤0.01%
350
913
$5K ﹤0.01%
+76
914
$5K ﹤0.01%
37
915
$5K ﹤0.01%
+165
916
$5K ﹤0.01%
133
917
$5K ﹤0.01%
+73
918
$5K ﹤0.01%
184
919
$5K ﹤0.01%
+103
920
$5K ﹤0.01%
130
921
$5K ﹤0.01%
+69
922
$5K ﹤0.01%
227
923
$4K ﹤0.01%
500
924
$4K ﹤0.01%
+75
925
$4K ﹤0.01%
239
-1,390
35 36
37
38 39