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
251
$586K 0.03%
7,057
252
$577K 0.03%
6,373
+188
253
$576K 0.03%
23,450
-6,900
254
$573K 0.03%
8,542
-1,258
255
$570K 0.03%
6,190
-360
256
$565K 0.03%
12,656
+131
257
$565K 0.03%
15,800
+400
258
$551K 0.03%
3,300
259
$541K 0.03%
11,417
-7,848
260
$537K 0.03%
25,133
+3,071
261
$535K 0.03%
9,225
+4,500
262
$515K 0.03%
4,029
-749
263
$507K 0.03%
21
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264
$503K 0.03%
4,465
265
$502K 0.03%
11,328
+6,038
266
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267
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17,977
-4,625
268
$492K 0.03%
14,925
-4,350
269
$490K 0.03%
8,782
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270
$485K 0.03%
24,130
271
$474K 0.02%
11,171
-1,878
272
$472K 0.02%
8,580
273
$469K 0.02%
20,875
+13,200
274
$468K 0.02%
7,198
+98
275
$465K 0.02%
8,051
9 10
11
12 13