EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
1001
– –
-2,400
1002
– –
-20
1003
– –
-490
1004
– –
-200
1005
– –
-825
1006
– –
-20
1007
– –
-13
1008
– –
0
1009
– –
-1,667
1010
– –
-400
1011
– –
-102
1012
– –
-500
1013
– –
-132
1014
– –
-132
1015
– –
-365
1016
– –
-72
1017
– –
-408
1018
– –
-6
1019
– –
-200
1020
– –
-105
1021
– –
-127
1022
– –
-1
1023
– –
-2
1024
– –
-31
1025
– –
-918
39 40
41
42 43