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
301
$337K 0.02%
3,723
+2,570
302
$337K 0.02%
5,047
+47
303
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12,957
+5,500
304
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8,510
+7,500
305
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500
306
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4,000
307
$311K 0.02%
7,200
308
$308K 0.02%
8,065
309
$303K 0.02%
3,549
-32
310
$302K 0.02%
5,534
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311
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10,963
312
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12,386
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313
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3,465
314
$281K 0.01%
10,069
315
$278K 0.01%
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316
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3,361
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317
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8,000
318
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319
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320
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11,305
321
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9,301
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322
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8,650
-750
323
$252K 0.01%
6,083
+21
324
$251K 0.01%
7,167
+1
325
$249K 0.01%
1,741
+271
11 12
13
14 15