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
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-127
1002
– –
-1
1003
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-2
1004
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-378
1005
– –
-38
1006
– –
-159
1007
– –
-500
1008
– –
-15
1009
$0 ﹤0.01%
5
-48
1010
– –
-2,654
1011
$0 ﹤0.01%
1
1012
$0 ﹤0.01%
15
1013
– –
-6,147
1014
– –
-2,000
1015
– –
-500
1016
– –
-4,516
1017
– –
-450
1018
– –
-140
1019
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-200
1020
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-46
1021
– –
-2,400
1022
– –
-20
1023
– –
-490
1024
– –
-200
1025
– –
-825
39 40
41
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