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
1051
– –
-2,010
1052
$0 ﹤0.01%
15
1053
– –
-4,600
1054
$0 ﹤0.01%
5
1055
$0 ﹤0.01%
39
1056
$0 ﹤0.01%
4
1057
– –
-50
1058
– –
-817
1059
– –
-600
1060
– –
-1
1061
– –
-2,000
1062
$0 ﹤0.01%
375
1063
– –
0
1064
– –
-584
1065
– –
-3,275
1066
– –
-900
1067
– –
-4,500
1068
– –
-63
1069
– –
-3,500
1070
– –
-11,845
1071
– –
-935
1072
– –
-32
1073
– –
-22,845
1074
– –
-7,645
1075
– –
-1,500
40 41 42
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