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
676
$30K ﹤0.01%
290
-440
677
$30K ﹤0.01%
1,216
678
$30K ﹤0.01%
1,921
-2,000
679
$30K ﹤0.01%
458
680
$29K ﹤0.01%
1,060
681
$29K ﹤0.01%
47
+11
682
$29K ﹤0.01%
1,253
+148
683
$29K ﹤0.01%
+423
684
$29K ﹤0.01%
2,008
-460
685
$29K ﹤0.01%
1,200
686
$29K ﹤0.01%
529
687
$29K ﹤0.01%
484
-25
688
$28K ﹤0.01%
1,086
-536
689
$28K ﹤0.01%
+870
690
$28K ﹤0.01%
1,468
691
$28K ﹤0.01%
674
+104
692
$28K ﹤0.01%
1,800
693
$28K ﹤0.01%
1,000
694
$28K ﹤0.01%
760
695
$27K ﹤0.01%
740
+140
696
$27K ﹤0.01%
+1,020
697
$27K ﹤0.01%
+1,200
698
$27K ﹤0.01%
400
699
$27K ﹤0.01%
750
700
$26K ﹤0.01%
2,200
-1,800
26 27
28
29 30