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
1026
– –
-240
1027
– –
-1,676
1028
– –
-3,450
1029
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-418
1030
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-294
1031
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-260
1032
– –
-950
1033
– –
-250
1034
– –
-35
1035
– –
-1,025
1036
– –
-1,000
1037
– –
0
1038
– –
-415
1039
– –
-7,350
1040
– –
-396
1041
– –
-160
1042
– –
-380
1043
– –
-1,450
1044
– –
-3,746
1045
– –
-67
1046
– –
-630
1047
– –
-1,322
1048
– –
-85
1049
– –
-300
1050
– –
-900
40 41
42
43 44