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
1
$78.8M 3.62%
2,534,068
-14,240
2
$48.8M 2.24%
412,452
-9,208
3
$46.6M 2.14%
1,695,242
+136,033
4
$46.1M 2.12%
1,314,692
+15,898
5
$45.9M 2.11%
531,219
+9,266
6
$45.5M 2.09%
453,231
-80,059
7
$42.5M 1.95%
1,098,472
+35,525
8
$41.7M 1.92%
367,447
+12,327
9
$40.8M 1.87%
59,820
+2,127
10
$37.8M 1.74%
360,755
+7,466
11
$37.4M 1.72%
335,455
+13,868
12
$36.1M 1.66%
383,925
-3,920
13
$33.7M 1.55%
149,017
-726
14
$33.5M 1.54%
454,112
+26,852
15
$33.2M 1.53%
230,406
+6,737
16
$32.2M 1.48%
+1,129,496
17
$32.1M 1.48%
385,178
+12,208
18
$31.7M 1.45%
292,688
+21,246
19
$31.6M 1.45%
322,065
+16,090
20
$31.4M 1.44%
772,582
+23,552
21
$31.1M 1.43%
309,035
+3,693
22
$30.9M 1.42%
179,687
+3,617
23
$29.9M 1.37%
464,718
+8,253
24
$29.8M 1.37%
781,407
+49,730
25
$29.4M 1.35%
886,494
+38,395
1
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