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
326
$325K 0.02%
7,289
-1,627
327
$324K 0.02%
20,250
328
$323K 0.02%
3,395
329
$322K 0.02%
1,667
330
$321K 0.02%
4,000
331
$320K 0.02%
3,646
+3,500
332
$320K 0.02%
8,850
333
$319K 0.02%
12,261
-750
334
$319K 0.02%
20,633
-4,564
335
$317K 0.02%
6,592
336
$309K 0.02%
1,215
+42
337
$307K 0.02%
3,964
-387
338
$304K 0.02%
500
339
$303K 0.02%
6,795
+6,145
340
$299K 0.02%
7,636
341
$298K 0.02%
+27,500
342
$292K 0.02%
1,743
343
$292K 0.02%
7,776
+194
344
$288K 0.01%
5,837
345
$285K 0.01%
2,627
+2,400
346
$278K 0.01%
4,775
347
$276K 0.01%
1,975
-225
348
$273K 0.01%
6,350
+6,037
349
$270K 0.01%
4,424
+1,964
350
$269K 0.01%
4,344
12 13
14
15 16