We are live on ! Find out more
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
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.6M
3
+$14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.84M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.47M

Top Sells

1
+$16.3M
2
+$15.1M
3
+$7.24M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.05M

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
1026
– –
-280
1027
– –
-52
1028
– –
-155
1029
– –
-2,545
1030
– –
-2,522
1031
$0 ﹤0.01%
2
1032
$0 ﹤0.01%
15
1033
– –
-6,147
1034
– –
-2,000
1035
– –
-1,350
1036
– –
-600
1037
– –
-70
1038
– –
-4
1039
– –
-53
1040
– –
-148
1041
$0 ﹤0.01%
39
1042
– –
-2,105
1043
$0 ﹤0.01%
4
1044
$0 ﹤0.01%
500
1045
– –
-750
1046
$0 ﹤0.01%
200
1047
– –
-59
1048
– –
-300
1049
– –
-2,000
1050
– –
-8,100
40 41
42
43 44