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
376
$179K 0.01%
1,716
-122
377
$177K 0.01%
2,319
+49
378
$177K 0.01%
3,306
+1,154
379
$177K 0.01%
4,700
380
$176K 0.01%
10,584
381
$176K 0.01%
2,662
-172
382
$176K 0.01%
4,826
+82
383
$175K 0.01%
11,050
+2,000
384
$174K 0.01%
+5,876
385
$173K 0.01%
2,281
386
$172K 0.01%
1,655
+300
387
$171K 0.01%
3,170
-228
388
$171K 0.01%
920
-280
389
$170K 0.01%
6,304
390
$166K 0.01%
3,595
391
$166K 0.01%
1,102
-24
392
$163K 0.01%
3,060
393
$162K 0.01%
3,170
+306
394
$158K 0.01%
1,750
395
$157K 0.01%
4,000
396
$156K 0.01%
4,416
-4,524
397
$156K 0.01%
15,018
398
$155K 0.01%
4,878
+238
399
$154K 0.01%
2,878
400
$154K 0.01%
3,550
+550
14 15
16
17 18