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
951
$3K ﹤0.01%
+96
952
$3K ﹤0.01%
25
953
$3K ﹤0.01%
+44
954
$3K ﹤0.01%
+130
955
$3K ﹤0.01%
+421
956
$3K ﹤0.01%
+166
957
$3K ﹤0.01%
+92
958
$3K ﹤0.01%
+315
959
$3K ﹤0.01%
+144
960
$3K ﹤0.01%
+133
961
$3K ﹤0.01%
+28
962
$3K ﹤0.01%
+84
963
$3K ﹤0.01%
+30
964
$3K ﹤0.01%
+303
965
$3K ﹤0.01%
+73
966
$3K ﹤0.01%
147
967
$3K ﹤0.01%
+338
968
$3K ﹤0.01%
+164
969
$2K ﹤0.01%
137
-142
970
$2K ﹤0.01%
+54
971
$2K ﹤0.01%
+45
972
$2K ﹤0.01%
30
973
$2K ﹤0.01%
200
974
$2K ﹤0.01%
+45
975
$2K ﹤0.01%
+180
37 38
39
40 41