EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12M 0.62%
61,141
-1,300
52
$11.7M 0.61%
223,406
+2,930
53
$11.4M 0.59%
459,676
-29,016
54
$10.9M 0.56%
85,198
+3,994
55
$10.6M 0.55%
152,217
+5,250
56
$10.5M 0.54%
117,888
-26,813
57
$10.4M 0.54%
60,204
+1,308
58
$10.2M 0.53%
194,905
-6,507
59
$10M 0.52%
79,763
+7,214
60
$9.82M 0.51%
76,724
-6,946
61
$9.7M 0.5%
220,097
-12,370
62
$9.54M 0.49%
354,194
+14,435
63
$9.46M 0.49%
137,112
-3,999
64
$9.3M 0.48%
79,549
-4,665
65
$9.09M 0.47%
164,940
-2,400
66
$8.93M 0.46%
130,556
+1,555
67
$8.88M 0.46%
219,195
+40,394
68
$8.56M 0.44%
108,908
-1,028
69
$8.46M 0.44%
195,974
-22,298
70
$7.48M 0.39%
28,703
+1,826
71
$7.34M 0.38%
278,696
-16,109
72
$7.27M 0.37%
109,538
+9,654
73
$7.22M 0.37%
256,384
+37,480
74
$6.79M 0.35%
75,290
-3,888
75
$6.65M 0.34%
215,025
-17,761
1 2
3
4 5