EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
901
$7K ﹤0.01%
174
902
$7K ﹤0.01%
61
903
$7K ﹤0.01%
480
904
$7K ﹤0.01%
128
-38
905
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+212
906
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+357
907
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+69
908
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+82
909
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+108
910
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94
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911
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500
-1,728
912
$7K ﹤0.01%
149
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913
$6K ﹤0.01%
102
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914
$6K ﹤0.01%
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915
$6K ﹤0.01%
108
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916
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917
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919
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920
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921
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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