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
$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
26
$27.5M 1.37%
456,465
+22,377
27
$25.9M 1.29%
188,699
-1,305
28
$25.1M 1.25%
522,380
+884
29
$25M 1.25%
280,244
+982
30
$24.9M 1.24%
334,305
-28,612
31
$24.3M 1.21%
216,867
+23,504
32
$24.3M 1.21%
731,677
+54,027
33
$24.1M 1.2%
402,591
+28,311
34
$22.7M 1.13%
150,339
+3,180
35
$21.9M 1.09%
1,839,812
+20,832
36
$21.2M 1.06%
1,302,280
-5,000
37
$20.4M 1.02%
109,985
+29,576
38
$20.4M 1.02%
183,348
-11,382
39
$20.1M 1%
330,757
+12,237
40
$19.7M 0.98%
138,877
+4,410
41
$19.6M 0.98%
236,122
+2,096
42
$19.5M 0.97%
237,783
+11,130
43
$18.3M 0.91%
417,575
-6,625
44
$17.7M 0.88%
490,365
-5,705
45
$16.9M 0.84%
194,306
-11,505
46
$16.6M 0.83%
260,170
-23,235
47
$16.3M 0.82%
76,834
-7,347
48
$13.5M 0.67%
232,844
-7,761
49
$13.5M 0.67%
56,151
-9,636
50
$13.2M 0.66%
316,309
-26
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2
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