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
76
$6.66M 0.31%
212,992
+16,610
77
$6.62M 0.3%
+57,145
78
$6.46M 0.3%
93,081
-3,249
79
$6.4M 0.29%
30,813
+23,890
80
$6.28M 0.29%
+101,923
81
$6.26M 0.29%
240,422
-814
82
$6.12M 0.28%
201,305
+24,780
83
$6.09M 0.28%
144,823
+2,514
84
$5.92M 0.27%
101,044
+2,550
85
$5.84M 0.27%
78,467
-3,424
86
$5.75M 0.26%
58,105
+3,691
87
$5.71M 0.26%
45,936
+23,206
88
$5.64M 0.26%
73,010
-2,400
89
$5.46M 0.25%
99,555
-794
90
$5.31M 0.24%
87,756
-5,261
91
$5.24M 0.24%
113,117
-2,477
92
$5.23M 0.24%
122,376
-1,130
93
$5.16M 0.24%
62,920
-1,300
94
$5.1M 0.23%
41,586
-41,299
95
$5.09M 0.23%
75,019
-3,459
96
$5.03M 0.23%
115,046
-2,902
97
$4.98M 0.23%
87,982
-12,891
98
$4.83M 0.22%
74,823
+2,372
99
$4.72M 0.22%
78,297
+19,814
100
$4.46M 0.2%
+121,664
2 3
4
5 6