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
126
$2.33M 0.11%
46,034
+327
127
$2.31M 0.11%
+53,190
128
$2.23M 0.1%
30,674
-2,412
129
$2.22M 0.1%
22,256
-1,912
130
$2.2M 0.1%
6,685
-3,938
131
$2.15M 0.1%
41,797
-14,160
132
$2.13M 0.1%
43,750
133
$2.13M 0.1%
35,256
-1,980
134
$2.1M 0.1%
67,557
+67,409
135
$2.09M 0.1%
26,547
-1,616
136
$2.09M 0.1%
18,370
-1,100
137
$2.08M 0.1%
37,370
+30,000
138
$2.07M 0.1%
70,200
139
$1.98M 0.09%
20,431
+448
140
$1.97M 0.09%
+40,346
141
$1.95M 0.09%
4,619
-426
142
$1.95M 0.09%
+44,940
143
$1.92M 0.09%
10,640
-170
144
$1.89M 0.09%
72,432
-13,220
145
$1.87M 0.09%
75,702
+6,205
146
$1.84M 0.08%
13,753
+2,014
147
$1.84M 0.08%
27,470
148
$1.82M 0.08%
123,152
-13,536
149
$1.78M 0.08%
21,738
+146
150
$1.76M 0.08%
35,203
+2,729
4 5
6
7 8