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
601
$32K ﹤0.01%
+5,129
602
$32K ﹤0.01%
807
603
$32K ﹤0.01%
+805
604
$32K ﹤0.01%
300
605
$31K ﹤0.01%
690
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606
$31K ﹤0.01%
+1,013
607
$31K ﹤0.01%
446
608
$31K ﹤0.01%
+567
609
$30K ﹤0.01%
+652
610
$30K ﹤0.01%
1,000
611
$30K ﹤0.01%
300
+10
612
$30K ﹤0.01%
+600
613
$30K ﹤0.01%
1,816
614
$30K ﹤0.01%
396
615
$30K ﹤0.01%
+6,147
616
$30K ﹤0.01%
810
617
$30K ﹤0.01%
750
618
$29K ﹤0.01%
300
619
$29K ﹤0.01%
394
620
$29K ﹤0.01%
575
621
$29K ﹤0.01%
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622
$28K ﹤0.01%
1,000
623
$28K ﹤0.01%
800
-70
624
$28K ﹤0.01%
+600
625
$27K ﹤0.01%
500
-670
23 24
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