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
176
$1.19M 0.05%
10,430
+7,150
177
$1.19M 0.05%
15,472
+313
178
$1.19M 0.05%
14,360
+50
179
$1.14M 0.05%
20,275
+875
180
$1.12M 0.05%
15,834
+2,091
181
$1.12M 0.05%
77,550
182
$1.11M 0.05%
17,500
183
$1.11M 0.05%
12,770
+730
184
$1.06M 0.05%
11,363
-2,424
185
$1.06M 0.05%
+13,549
186
$1.05M 0.05%
22,211
187
$1M 0.05%
20,319
+19,682
188
$998K 0.05%
21,900
189
$984K 0.05%
9,543
+2,033
190
$975K 0.04%
8,689
-100
191
$940K 0.04%
8,803
+1,323
192
$935K 0.04%
+11,111
193
$929K 0.04%
19,620
+3,558
194
$928K 0.04%
+26,135
195
$925K 0.04%
+18,965
196
$922K 0.04%
39,285
+3,099
197
$912K 0.04%
+10,000
198
$897K 0.04%
14,700
-1,000
199
$882K 0.04%
5,872
+2,043
200
$880K 0.04%
15,714
6 7
8
9 10