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
451
$142K 0.01%
3,060
452
$141K 0.01%
1,515
+40
453
$140K 0.01%
4,000
454
$139K 0.01%
1,600
455
$138K 0.01%
+2,500
456
$138K 0.01%
+1,000
457
$137K 0.01%
3,000
458
$137K 0.01%
6,228
+4,500
459
$136K 0.01%
4,000
460
$135K 0.01%
589
461
$134K 0.01%
7,709
+6,688
462
$134K 0.01%
1,331
463
$134K 0.01%
5,300
464
$133K 0.01%
2,076
+130
465
$132K 0.01%
1,355
466
$132K 0.01%
11,500
+10,000
467
$132K 0.01%
1,240
+100
468
$131K 0.01%
1,220
469
$130K 0.01%
2,400
470
$128K 0.01%
522
+466
471
$127K 0.01%
4,000
472
$127K 0.01%
2,904
473
$126K 0.01%
2,685
-804
474
$124K 0.01%
3,240
-282
475
$124K 0.01%
1,593
17 18
19
20 21