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
751
$9K ﹤0.01%
+261
752
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300
753
$8K ﹤0.01%
+500
754
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755
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450
756
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200
757
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134
758
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+166
759
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760
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200
761
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166
762
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2
-1
763
$7K ﹤0.01%
100
764
$7K ﹤0.01%
+144
765
$7K ﹤0.01%
174
766
$7K ﹤0.01%
+500
767
$7K ﹤0.01%
392
768
$7K ﹤0.01%
142
-1,147
769
$7K ﹤0.01%
581
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770
$7K ﹤0.01%
+33
771
$6K ﹤0.01%
800
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772
$6K ﹤0.01%
59
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773
$6K ﹤0.01%
134
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774
$6K ﹤0.01%
200
-1,844
775
$6K ﹤0.01%
131
-12,525
29 30
31
32 33