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
901
$7K ﹤0.01%
+238
902
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325
-617
903
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174
904
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61
905
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480
906
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-38
907
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+212
908
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+357
909
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+108
910
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94
-473
911
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500
-1,728
912
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149
-1,355
913
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150
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914
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+62
915
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102
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916
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917
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108
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918
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919
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920
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921
$6K ﹤0.01%
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922
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227
923
$5K ﹤0.01%
+430
924
$5K ﹤0.01%
+60
925
$5K ﹤0.01%
108
+33
35 36
37
38 39