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
$2.01B
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.48M
3
+$4.02M
4
FIVE icon
Five Below
FIVE
+$3.54M
5
GILD icon
Gilead Sciences
GILD
+$3.52M

Top Sells

1
+$7.76M
2
+$7.1M
3
+$6.43M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.28M
5
MRO
Marathon Oil Corporation
MRO
+$5.82M

Sector Composition

1 Technology 18.35%
2 Healthcare 14.6%
3 Consumer Discretionary 13.63%
4 Financials 12.38%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$551K 0.03%
+13,600
227
$532K 0.03%
8,051
228
$530K 0.03%
176,600
229
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33,825
-1,195
230
$518K 0.03%
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231
$515K 0.03%
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232
$513K 0.03%
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-813
233
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234
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30,036
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235
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237
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238
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239
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240
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241
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242
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243
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244
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245
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246
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11,150
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247
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7,370
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248
$477K 0.02%
7,189
-236
249
$472K 0.02%
8,580
250
$466K 0.02%
12,237
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10
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