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
401
$185K 0.01%
1,470
402
$183K 0.01%
4,490
-75
403
$181K 0.01%
5,400
-600
404
$181K 0.01%
3,000
405
$180K 0.01%
5,810
-535
406
$180K 0.01%
+5,974
407
$178K 0.01%
2,442
-4,400
408
$177K 0.01%
+8,120
409
$176K 0.01%
10,584
-504
410
$176K 0.01%
3,400
-583
411
$175K 0.01%
3,410
+2,654
412
$174K 0.01%
5,310
-1,036
413
$174K 0.01%
+1,400
414
$174K 0.01%
3,667
-1,671
415
$169K 0.01%
5,228
+444
416
$168K 0.01%
1,126
-59
417
$166K 0.01%
13,369
-2,194
418
$166K 0.01%
2,121
-410
419
$165K 0.01%
2,000
420
$164K 0.01%
3,163
-1,320
421
$164K 0.01%
3,804
+863
422
$163K 0.01%
2,742
-302
423
$163K 0.01%
2,248
-1,427
424
$161K 0.01%
3,610
-420
425
$160K 0.01%
2,113
+450
15 16
17
18 19