EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.73M
3
+$4.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.42M
5
LVS icon
Las Vegas Sands
LVS
+$4.01M

Top Sells

1
+$4.15M
2
+$4.09M
3
+$3.3M
4
FFIV icon
F5
FFIV
+$3.2M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.98M

Sector Composition

1 Technology 17.1%
2 Healthcare 12.92%
3 Financials 11.5%
4 Energy 10.69%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$718K 0.04%
7,051
227
$715K 0.04%
44,320
-2,420
228
$703K 0.04%
16,954
+2,113
229
$697K 0.04%
15,780
-2,050
230
$686K 0.04%
11,900
231
$680K 0.04%
8,416
-112
232
$675K 0.03%
11,158
233
$671K 0.03%
7,427
234
$669K 0.03%
3,000
+5
235
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7,733
-28
236
$649K 0.03%
15,235
237
$644K 0.03%
8,370
-105
238
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4,447
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239
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5,521
+1,154
240
$635K 0.03%
10,225
-493
241
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10,505
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242
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7,627
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243
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15,950
244
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13,464
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245
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2,500
246
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35,020
-1,005
247
$591K 0.03%
21,000
248
$591K 0.03%
8,718
+569
249
$591K 0.03%
14,388
-640
250
$588K 0.03%
21,946
+1,432
8 9
10
11 12