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
476
$93K ﹤0.01%
1,593
477
$93K ﹤0.01%
1,888
478
$92K ﹤0.01%
2,200
-725
479
$91K ﹤0.01%
+3,171
480
$91K ﹤0.01%
1,327
-307
481
$89K ﹤0.01%
+4,516
482
$88K ﹤0.01%
+1,230
483
$83K ﹤0.01%
+3,570
484
$83K ﹤0.01%
2,281
-1,918
485
$82K ﹤0.01%
1,900
486
$82K ﹤0.01%
1,965
+1,325
487
$81K ﹤0.01%
10,300
488
$79K ﹤0.01%
1,500
489
$78K ﹤0.01%
5,575
490
$78K ﹤0.01%
900
491
$78K ﹤0.01%
1,700
-700
492
$78K ﹤0.01%
268
493
$78K ﹤0.01%
+1,128
494
$77K ﹤0.01%
+2,105
495
$76K ﹤0.01%
1,500
+500
496
$76K ﹤0.01%
3,677
497
$76K ﹤0.01%
1,000
-600
498
$75K ﹤0.01%
1,500
+500
499
$75K ﹤0.01%
3,525
500
$74K ﹤0.01%
1,000
18 19
20
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