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
701
$26K ﹤0.01%
3,000
702
$26K ﹤0.01%
+640
703
$25K ﹤0.01%
505
-55
704
$25K ﹤0.01%
1,000
705
$25K ﹤0.01%
1,014
706
$25K ﹤0.01%
+1,800
707
$25K ﹤0.01%
255
-200
708
$25K ﹤0.01%
550
709
$25K ﹤0.01%
700
+200
710
$24K ﹤0.01%
179
711
$24K ﹤0.01%
221
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712
$24K ﹤0.01%
933
713
$24K ﹤0.01%
1,650
714
$24K ﹤0.01%
700
715
$24K ﹤0.01%
1,000
716
$23K ﹤0.01%
1,500
-1,310
717
$23K ﹤0.01%
1,650
718
$22K ﹤0.01%
1,000
719
$22K ﹤0.01%
325
720
$22K ﹤0.01%
490
721
$22K ﹤0.01%
401
+371
722
$22K ﹤0.01%
+400
723
$22K ﹤0.01%
260
-90
724
$22K ﹤0.01%
575
-1,975
725
$22K ﹤0.01%
2,046
-643
27 28
29
30 31