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
651
$38K ﹤0.01%
616
652
$37K ﹤0.01%
1,010
653
$37K ﹤0.01%
400
654
$37K ﹤0.01%
300
+100
655
$36K ﹤0.01%
947
656
$36K ﹤0.01%
83
657
$36K ﹤0.01%
1,410
658
$36K ﹤0.01%
1,350
-950
659
$36K ﹤0.01%
1,900
660
$35K ﹤0.01%
1,000
661
$35K ﹤0.01%
1,000
-100
662
$34K ﹤0.01%
1,000
-750
663
$34K ﹤0.01%
3,925
664
$33K ﹤0.01%
406
665
$33K ﹤0.01%
396
666
$32K ﹤0.01%
+536
667
$32K ﹤0.01%
2,000
668
$32K ﹤0.01%
330
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669
$32K ﹤0.01%
400
-200
670
$32K ﹤0.01%
1,931
-210
671
$31K ﹤0.01%
544
672
$31K ﹤0.01%
1,500
673
$31K ﹤0.01%
1,000
674
$31K ﹤0.01%
500
675
$31K ﹤0.01%
3
25 26
27
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