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
801
$13K ﹤0.01%
+250
802
$13K ﹤0.01%
378
803
$13K ﹤0.01%
216
+12
804
$13K ﹤0.01%
+400
805
$13K ﹤0.01%
119
+86
806
$13K ﹤0.01%
+316
807
$13K ﹤0.01%
3
808
$13K ﹤0.01%
+198
809
$12K ﹤0.01%
+385
810
$12K ﹤0.01%
500
811
$12K ﹤0.01%
+200
812
$12K ﹤0.01%
135
813
$12K ﹤0.01%
166
814
$12K ﹤0.01%
+300
815
$12K ﹤0.01%
+200
816
$12K ﹤0.01%
+169
817
$12K ﹤0.01%
155
+37
818
$12K ﹤0.01%
+375
819
$12K ﹤0.01%
+368
820
$11K ﹤0.01%
300
821
$11K ﹤0.01%
760
822
$11K ﹤0.01%
325
-65
823
$11K ﹤0.01%
219
-411
824
$11K ﹤0.01%
+320
825
$11K ﹤0.01%
150
-1,500
31 32
33
34 35