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
326
$245K 0.01%
1,944
-276
327
$245K 0.01%
13,463
+645
328
$243K 0.01%
3,564
-400
329
$243K 0.01%
3,050
+300
330
$242K 0.01%
4,907
331
$241K 0.01%
4,000
332
$239K 0.01%
4,925
+3,159
333
$237K 0.01%
8,850
334
$236K 0.01%
5,480
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335
$234K 0.01%
1,795
-35
336
$233K 0.01%
1,905
-2,675
337
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5,400
338
$231K 0.01%
25,820
-4,300
339
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2,570
340
$230K 0.01%
202
+17
341
$228K 0.01%
895
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342
$228K 0.01%
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343
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17,760
344
$223K 0.01%
3,232
-1,983
345
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346
$217K 0.01%
+3,565
347
$217K 0.01%
2,654
348
$216K 0.01%
4,693
+203
349
$214K 0.01%
6,758
-11,820
350
$214K 0.01%
3,700
12 13
14
15 16