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
151
$1.67M 0.08%
8,232
+852
152
$1.66M 0.08%
12,222
-324
153
$1.65M 0.08%
27,675
+150
154
$1.63M 0.07%
4,444
+473
155
$1.62M 0.07%
14,550
+3,690
156
$1.56M 0.07%
14,473
-176
157
$1.51M 0.07%
23,000
158
$1.51M 0.07%
59,202
+5,209
159
$1.5M 0.07%
32,002
-1,018
160
$1.48M 0.07%
30,415
+521
161
$1.48M 0.07%
14,681
-378
162
$1.48M 0.07%
20,824
-494
163
$1.47M 0.07%
+15,929
164
$1.39M 0.06%
34,746
+14,591
165
$1.36M 0.06%
16,575
+34
166
$1.35M 0.06%
15,959
+973
167
$1.35M 0.06%
9,608
+291
168
$1.29M 0.06%
9,181
+437
169
$1.29M 0.06%
22,561
-1,605
170
$1.28M 0.06%
16,075
+805
171
$1.28M 0.06%
91,900
172
$1.28M 0.06%
34,015
-26
173
$1.23M 0.06%
16,849
-516
174
$1.21M 0.06%
25,910
+1,125
175
$1.2M 0.06%
15,500
+5,000
5 6
7
8 9