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
776
$16K ﹤0.01%
2,250
777
$15K ﹤0.01%
300
778
$15K ﹤0.01%
828
779
$15K ﹤0.01%
250
-300
780
$15K ﹤0.01%
160
-300
781
$15K ﹤0.01%
165
782
$15K ﹤0.01%
152
783
$15K ﹤0.01%
450
+350
784
$15K ﹤0.01%
619
785
$15K ﹤0.01%
345
786
$14K ﹤0.01%
70
+5
787
$14K ﹤0.01%
469
788
$14K ﹤0.01%
800
789
$14K ﹤0.01%
800
790
$14K ﹤0.01%
300
-500
791
$14K ﹤0.01%
+519
792
$14K ﹤0.01%
543
793
$14K ﹤0.01%
+140
794
$14K ﹤0.01%
1,000
795
$13K ﹤0.01%
320
796
$13K ﹤0.01%
205
-450
797
$13K ﹤0.01%
+290
798
$13K ﹤0.01%
362
799
$13K ﹤0.01%
+363
800
$13K ﹤0.01%
145
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