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
201
$879K 0.04%
22,800
+1,000
202
$875K 0.04%
10,065
+2,825
203
$872K 0.04%
+21,735
204
$868K 0.04%
13,408
+261
205
$854K 0.04%
9,420
+6,850
206
$842K 0.04%
7,464
207
$836K 0.04%
7,000
-529
208
$833K 0.04%
1,711
209
$826K 0.04%
10,755
210
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+6,659
211
$812K 0.04%
9,226
-50
212
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+8,950
213
$803K 0.04%
15,530
214
$793K 0.04%
12,112
+1,368
215
$788K 0.04%
28,965
216
$775K 0.04%
21,492
+366
217
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7,404
-1,035
218
$757K 0.03%
8,608
-1,190
219
$757K 0.03%
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220
$748K 0.03%
26,544
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221
$739K 0.03%
28,187
222
$737K 0.03%
8,791
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223
$734K 0.03%
9,157
-1,747
224
$727K 0.03%
6,772
+1,932
225
$724K 0.03%
7,005
-52
7 8
9
10 11