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
676
$18K ﹤0.01%
294
677
$18K ﹤0.01%
293
-1,251
678
$18K ﹤0.01%
1,006
+281
679
$18K ﹤0.01%
373
680
$18K ﹤0.01%
+306
681
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+500
682
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400
683
$17K ﹤0.01%
400
684
$17K ﹤0.01%
+918
685
$17K ﹤0.01%
250
686
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220
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687
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688
$17K ﹤0.01%
800
689
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980
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500
691
$16K ﹤0.01%
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$16K ﹤0.01%
300
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$16K ﹤0.01%
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695
$16K ﹤0.01%
550
696
$16K ﹤0.01%
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$16K ﹤0.01%
380
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698
$16K ﹤0.01%
125
699
$16K ﹤0.01%
3
700
$16K ﹤0.01%
3,925
26 27
28
29 30