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
451
$111K 0.01%
1,896
-372
452
$111K 0.01%
8,066
453
$111K 0.01%
2,125
454
$110K 0.01%
4,000
455
$110K 0.01%
1,960
-1,440
456
$109K 0.01%
4,000
457
$105K 0.01%
1,675
458
$105K 0.01%
11,000
-2,000
459
$105K 0.01%
3,000
460
$103K 0.01%
22,000
461
$103K 0.01%
2,421
-4,968
462
$103K 0.01%
5,672
+162
463
$103K 0.01%
8,071
464
$102K 0.01%
2,062
+350
465
$101K 0.01%
9,447
-1,248
466
$101K 0.01%
2,082
-502
467
$100K 0.01%
2,000
468
$98K ﹤0.01%
6,413
469
$97K ﹤0.01%
1,146
+168
470
$96K ﹤0.01%
3,800
-1,000
471
$95K ﹤0.01%
2,480
-500
472
$93K ﹤0.01%
+410
473
$93K ﹤0.01%
+3,000
474
$93K ﹤0.01%
2,400
475
$93K ﹤0.01%
3,230
17 18
19
20 21