EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
101
$4.35M 0.2%
20
102
$4.33M 0.2%
44,574
+582
103
$4.2M 0.19%
+57,850
104
$4.17M 0.19%
102,079
+77,951
105
$4.07M 0.19%
65,531
-4,678
106
$4.06M 0.19%
39,302
+2,831
107
$3.83M 0.18%
106,376
-1,000
108
$3.81M 0.18%
94,136
+686
109
$3.6M 0.17%
36,903
+2,410
110
$3.49M 0.16%
46,263
+262
111
$3.41M 0.16%
37,024
-1,153
112
$3.14M 0.14%
98,220
-17,014
113
$3.11M 0.14%
63,874
+7,360
114
$3.07M 0.14%
114,980
+3,050
115
$2.97M 0.14%
40,365
+593
116
$2.85M 0.13%
76,198
-100,528
117
$2.83M 0.13%
24,548
-106
118
$2.75M 0.13%
100,707
-507
119
$2.69M 0.12%
23,548
-266
120
$2.68M 0.12%
199,990
121
$2.67M 0.12%
16,702
+1,276
122
$2.51M 0.12%
+33,432
123
$2.48M 0.11%
43,381
+2,739
124
$2.45M 0.11%
31,378
+7,040
125
$2.43M 0.11%
+85,164
3 4
5
6 7