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
251
$466K 0.02%
2,029
252
$463K 0.02%
+23,000
253
$460K 0.02%
12,808
254
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7,240
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255
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-3,570
256
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11,318
-2,556
257
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6,388
-2,695
258
$441K 0.02%
10,876
-1,120
259
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8,557
-5,256
260
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27,500
261
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262
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1,045
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263
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4,240
+3,000
264
$425K 0.02%
21,615
265
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2,288
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266
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267
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268
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269
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84,000
+77,000
270
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271
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13,250
272
$404K 0.02%
7,053
+53
273
$403K 0.02%
3,016
274
$402K 0.02%
10,000
275
$394K 0.02%
7,391
+799
9 10
11
12 13