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
526
$65K ﹤0.01%
1,667
527
$65K ﹤0.01%
858
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528
$64K ﹤0.01%
3,300
529
$63K ﹤0.01%
825
530
$63K ﹤0.01%
1,250
531
$62K ﹤0.01%
838
-133
532
$61K ﹤0.01%
620
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533
$61K ﹤0.01%
1,316
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534
$61K ﹤0.01%
1,800
535
$60K ﹤0.01%
2,700
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536
$60K ﹤0.01%
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537
$59K ﹤0.01%
575
538
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539
$58K ﹤0.01%
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540
$56K ﹤0.01%
2,000
541
$56K ﹤0.01%
+1,161
542
$56K ﹤0.01%
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543
$55K ﹤0.01%
896
544
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2,000
545
$54K ﹤0.01%
6,000
546
$54K ﹤0.01%
4,377
547
$54K ﹤0.01%
681
548
$53K ﹤0.01%
1,028
549
$53K ﹤0.01%
800
550
$51K ﹤0.01%
728
-1,762
20 21
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