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
501
$105K 0.01%
1,696
+53
502
$105K 0.01%
823
503
$103K 0.01%
1,634
504
$103K 0.01%
8,071
505
$102K 0.01%
+6,000
506
$102K 0.01%
2,400
507
$102K 0.01%
900
508
$102K 0.01%
+3,090
509
$102K 0.01%
2,044
510
$102K 0.01%
2,152
+656
511
$101K 0.01%
1,774
-1,814
512
$101K 0.01%
2,268
513
$101K 0.01%
1,170
-200
514
$99K 0.01%
2,125
-600
515
$99K 0.01%
3,000
516
$97K 0.01%
10,300
517
$96K ﹤0.01%
1,544
-293
518
$96K ﹤0.01%
2,123
+433
519
$95K ﹤0.01%
1,705
+30
520
$95K ﹤0.01%
3,230
-1,000
521
$93K ﹤0.01%
1,256
522
$93K ﹤0.01%
2,458
+2,293
523
$92K ﹤0.01%
1,585
-145
524
$91K ﹤0.01%
2,387
525
$91K ﹤0.01%
1,814
+102
19 20
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