EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$24.8M 1.28%
748,102
+36,530
27
$24.7M 1.28%
426,700
-2,500
28
$24.6M 1.27%
411,415
+15,296
29
$24M 1.24%
164,530
+8,067
30
$22M 1.14%
272,973
+7,250
31
$21.8M 1.13%
665,183
+13,288
32
$21.6M 1.11%
180,378
+9,435
33
$21.1M 1.09%
328,072
+28,910
34
$21M 1.08%
253,214
+55,561
35
$20.5M 1.05%
199,177
-1,729
36
$19.7M 1.01%
502,794
+62,672
37
$19.2M 0.99%
495,136
+35,430
38
$19.2M 0.99%
225,408
-35,042
39
$19.1M 0.99%
146,566
+10,385
40
$18.9M 0.97%
232,519
-3,257
41
$18.3M 0.94%
108,072
-16,231
42
$16.9M 0.87%
421,966
+23,954
43
$16.8M 0.87%
1,359,964
+193,944
44
$16.2M 0.83%
213,487
+28,601
45
$16M 0.83%
261,165
-5,046
46
$16M 0.82%
138,717
+543
47
$15.8M 0.81%
298,344
+36,240
48
$14.9M 0.77%
195,017
+52,629
49
$14.1M 0.73%
120,422
-34,890
50
$13.5M 0.7%
53,678
+22,694
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