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
626
$45K ﹤0.01%
762
+266
627
$45K ﹤0.01%
1,500
628
$45K ﹤0.01%
861
+261
629
$45K ﹤0.01%
681
+419
630
$44K ﹤0.01%
1,028
+175
631
$44K ﹤0.01%
3,000
632
$44K ﹤0.01%
7,000
633
$44K ﹤0.01%
+1,100
634
$44K ﹤0.01%
3,000
635
$44K ﹤0.01%
250
636
$43K ﹤0.01%
844
637
$42K ﹤0.01%
365
638
$41K ﹤0.01%
2,000
639
$41K ﹤0.01%
736
640
$40K ﹤0.01%
1,000
641
$40K ﹤0.01%
3,213
642
$39K ﹤0.01%
769
643
$39K ﹤0.01%
271
+125
644
$39K ﹤0.01%
560
-400
645
$39K ﹤0.01%
1,334
646
$39K ﹤0.01%
2,125
+848
647
$38K ﹤0.01%
589
648
$38K ﹤0.01%
550
649
$38K ﹤0.01%
5,700
650
$38K ﹤0.01%
800
24 25
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