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
926
$4K ﹤0.01%
300
-500
927
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+66
928
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+43
929
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+46
930
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+191
931
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200
932
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129
-38
933
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+142
934
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+110
935
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+400
936
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+315
937
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13,158
938
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+97
939
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+59
940
$4K ﹤0.01%
+179
941
$4K ﹤0.01%
+85
942
$3K ﹤0.01%
+172
943
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+45
944
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+79
945
$3K ﹤0.01%
+159
946
$3K ﹤0.01%
+141
947
$3K ﹤0.01%
69
948
$3K ﹤0.01%
+58
949
$3K ﹤0.01%
+220
950
$3K ﹤0.01%
+94
36 37
38
39 40