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
976
$2K ﹤0.01%
+95
977
$2K ﹤0.01%
+100
978
$2K ﹤0.01%
+161
979
$2K ﹤0.01%
+144
980
$2K ﹤0.01%
74
-66
981
$2K ﹤0.01%
50
982
$2K ﹤0.01%
148
983
$2K ﹤0.01%
200
984
$2K ﹤0.01%
+46
985
$2K ﹤0.01%
9
986
$1K ﹤0.01%
36
987
$1K ﹤0.01%
+22
988
$1K ﹤0.01%
+8
989
$1K ﹤0.01%
12
-933
990
$1K ﹤0.01%
+21
991
$1K ﹤0.01%
14
-1,286
992
$1K ﹤0.01%
+51
993
$1K ﹤0.01%
+20
994
$1K ﹤0.01%
14
-5,947
995
$1K ﹤0.01%
85
+61
996
$1K ﹤0.01%
22
997
$1K ﹤0.01%
36
998
$1K ﹤0.01%
25
+15
999
$1K ﹤0.01%
+20
1000
$1K ﹤0.01%
300
38 39
40
41 42