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
276
$464K 0.02%
7,986
-300
277
$461K 0.02%
+10,000
278
$460K 0.02%
4,557
+231
279
$457K 0.02%
25,895
280
$457K 0.02%
12,106
281
$455K 0.02%
10,000
282
$454K 0.02%
3,825
+1,000
283
$452K 0.02%
9,000
284
$444K 0.02%
4,200
285
$439K 0.02%
2,895
-253
286
$438K 0.02%
5,714
+712
287
$434K 0.02%
661
-53
288
$434K 0.02%
7,000
289
$426K 0.02%
3,608
290
$426K 0.02%
2,540
+50
291
$425K 0.02%
3,976
292
$422K 0.02%
2,731
-2,050
293
$420K 0.02%
12,531
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294
$418K 0.02%
12,389
-61
295
$418K 0.02%
27,041
-14,997
296
$416K 0.02%
9,529
-110
297
$415K 0.02%
40,410
+3,783
298
$414K 0.02%
21,615
299
$405K 0.02%
4,260
300
$403K 0.02%
30,120
+355
10 11
12
13 14