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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
– –
-241
1027
– –
-850
1028
– –
-550
1029
– –
-200
1030
– –
-117
1031
– –
-588
1032
– –
-4,600
1033
– –
-2,091
1034
– –
-252
1035
– –
-2,000
1036
– –
-1,000
1037
– –
-2,000
1038
– –
-1,500
1039
$0 ﹤0.01%
1
-1
1040
– –
-2,010
1041
$0 ﹤0.01%
15
1042
– –
-4,600
1043
$0 ﹤0.01%
5
1044
$0 ﹤0.01%
39
1045
$0 ﹤0.01%
4
1046
– –
-935
1047
– –
-32
1048
– –
-22,845
1049
– –
-7,645
1050
– –
-50
40 41
42
43 44