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
576
$65K ﹤0.01%
2,000
577
$64K ﹤0.01%
554
+77
578
$64K ﹤0.01%
456
-1,518
579
$63K ﹤0.01%
1,245
580
$63K ﹤0.01%
600
581
$62K ﹤0.01%
800
-48
582
$62K ﹤0.01%
3,829
583
$61K ﹤0.01%
1,523
+873
584
$61K ﹤0.01%
800
585
$60K ﹤0.01%
268
586
$60K ﹤0.01%
15
587
$59K ﹤0.01%
5,000
588
$59K ﹤0.01%
1,356
-989
589
$59K ﹤0.01%
961
-489
590
$59K ﹤0.01%
1,800
591
$58K ﹤0.01%
1,405
-199
592
$58K ﹤0.01%
430
593
$58K ﹤0.01%
661
+136
594
$58K ﹤0.01%
1,250
595
$57K ﹤0.01%
+1,667
596
$56K ﹤0.01%
1,160
-460
597
$56K ﹤0.01%
1,225
598
$55K ﹤0.01%
443
599
$55K ﹤0.01%
1,340
+500
600
$54K ﹤0.01%
1,760
22 23
24
25 26