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
751
$19K ﹤0.01%
1,000
-11,500
752
$19K ﹤0.01%
310
753
$19K ﹤0.01%
+2,900
754
$18K ﹤0.01%
579
-292
755
$18K ﹤0.01%
+242
756
$18K ﹤0.01%
373
+273
757
$18K ﹤0.01%
1,000
758
$18K ﹤0.01%
600
759
$18K ﹤0.01%
1,000
760
$18K ﹤0.01%
475
-400
761
$17K ﹤0.01%
1,050
+108
762
$17K ﹤0.01%
437
-571
763
$17K ﹤0.01%
200
-67
764
$17K ﹤0.01%
550
765
$17K ﹤0.01%
360
-100
766
$17K ﹤0.01%
+400
767
$17K ﹤0.01%
800
768
$17K ﹤0.01%
+620
769
$16K ﹤0.01%
+526
770
$16K ﹤0.01%
400
771
$16K ﹤0.01%
+800
772
$16K ﹤0.01%
+389
773
$16K ﹤0.01%
1,700
774
$16K ﹤0.01%
647
775
$16K ﹤0.01%
575
-675
29 30
31
32 33