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
526
$91K ﹤0.01%
22,000
527
$90K ﹤0.01%
3,750
+2,443
528
$89K ﹤0.01%
1,986
529
$88K ﹤0.01%
3,325
530
$88K ﹤0.01%
8,066
531
$88K ﹤0.01%
6,413
532
$87K ﹤0.01%
2,500
533
$85K ﹤0.01%
1,545
+185
534
$84K ﹤0.01%
1,800
535
$84K ﹤0.01%
823
536
$83K ﹤0.01%
575
+125
537
$82K ﹤0.01%
1,134
+800
538
$82K ﹤0.01%
978
-58
539
$81K ﹤0.01%
971
-160
540
$80K ﹤0.01%
1,690
+325
541
$80K ﹤0.01%
5,575
+1,075
542
$80K ﹤0.01%
1,644
-323
543
$78K ﹤0.01%
1,363
544
$78K ﹤0.01%
3,000
545
$78K ﹤0.01%
+3,000
546
$78K ﹤0.01%
648
547
$78K ﹤0.01%
880
+2
548
$77K ﹤0.01%
1,225
-321
549
$77K ﹤0.01%
1,900
-150
550
$77K ﹤0.01%
735
+125
20 21
22
23 24