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
926
$5K ﹤0.01%
+333
927
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+67
928
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184
929
$5K ﹤0.01%
130
930
$4K ﹤0.01%
66
931
$4K ﹤0.01%
+16
932
$4K ﹤0.01%
+230
933
$4K ﹤0.01%
25
934
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1,000
935
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+200
936
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+72
937
$4K ﹤0.01%
199
938
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+100
939
$4K ﹤0.01%
140
940
$4K ﹤0.01%
74
-60
941
$4K ﹤0.01%
1,500
942
$3K ﹤0.01%
+150
943
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79
944
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+64
945
$3K ﹤0.01%
+150
946
$3K ﹤0.01%
+56
947
$3K ﹤0.01%
24
-1,771
948
$3K ﹤0.01%
+300
949
$3K ﹤0.01%
+45
950
$3K ﹤0.01%
100
36 37
38
39 40