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
601
$54K ﹤0.01%
2,000
602
$54K ﹤0.01%
1,385
-499
603
$54K ﹤0.01%
+1,558
604
$53K ﹤0.01%
446
605
$53K ﹤0.01%
1,034
-176
606
$53K ﹤0.01%
2,080
607
$52K ﹤0.01%
2,000
608
$52K ﹤0.01%
1,186
609
$52K ﹤0.01%
2,000
610
$51K ﹤0.01%
1,600
611
$51K ﹤0.01%
6,000
612
$51K ﹤0.01%
1,708
-1,511
613
$51K ﹤0.01%
1,650
614
$51K ﹤0.01%
601
-493
615
$50K ﹤0.01%
896
616
$50K ﹤0.01%
1,888
617
$49K ﹤0.01%
700
618
$48K ﹤0.01%
2,500
619
$48K ﹤0.01%
1,274
+139
620
$47K ﹤0.01%
2,640
-3,975
621
$47K ﹤0.01%
3,570
622
$46K ﹤0.01%
602
+52
623
$46K ﹤0.01%
604
+94
624
$46K ﹤0.01%
800
-3,712
625
$46K ﹤0.01%
1,373
+546
23 24
25
26 27