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
401
$154K 0.01%
2,460
-1,944
402
$153K 0.01%
3,977
+145
403
$152K 0.01%
2,113
404
$150K 0.01%
8,200
+6,002
405
$148K 0.01%
2,098
-300
406
$147K 0.01%
2,500
407
$143K 0.01%
522
408
$143K 0.01%
1,826
409
$141K 0.01%
1,818
-739
410
$140K 0.01%
2,050
+100
411
$140K 0.01%
2,338
412
$139K 0.01%
3,462
-1,441
413
$139K 0.01%
1,506
+1,106
414
$138K 0.01%
2,523
-741
415
$137K 0.01%
2,985
+2,760
416
$135K 0.01%
1,500
417
$133K 0.01%
6,290
-3,111
418
$132K 0.01%
884
+220
419
$130K 0.01%
1,049
420
$129K 0.01%
2,806
-998
421
$128K 0.01%
1,275
-200
422
$127K 0.01%
2,903
-1
423
$127K 0.01%
1,553
-428
424
$126K 0.01%
1,600
425
$126K 0.01%
1,000
15 16
17
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