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
476
$124K 0.01%
1,585
477
$124K 0.01%
3,000
478
$122K 0.01%
+100
479
$122K 0.01%
1,757
+319
480
$122K 0.01%
7,500
-1,364
481
$120K 0.01%
2,610
+967
482
$119K 0.01%
1,600
483
$119K 0.01%
10,000
484
$117K 0.01%
1,630
485
$116K 0.01%
1,117
-185
486
$116K 0.01%
2,980
+100
487
$115K 0.01%
1,610
-86
488
$114K 0.01%
4,982
-1,565
489
$113K 0.01%
4,640
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490
$110K 0.01%
5,300
491
$110K 0.01%
1,838
-1,500
492
$109K 0.01%
1,325
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493
$109K 0.01%
9,050
494
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1,188
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495
$108K 0.01%
33,300
496
$108K 0.01%
1,500
497
$108K 0.01%
5,184
498
$107K 0.01%
1,501
+916
499
$107K 0.01%
3,626
-805
500
$105K 0.01%
1,273
-253
18 19
20
21 22