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
801
$4K ﹤0.01%
88
802
$4K ﹤0.01%
208
803
$4K ﹤0.01%
338
804
$4K ﹤0.01%
13,158
805
$4K ﹤0.01%
+750
806
$4K ﹤0.01%
59
807
$3K ﹤0.01%
79
808
$3K ﹤0.01%
+102
809
$3K ﹤0.01%
125
-75
810
$3K ﹤0.01%
+31
811
$3K ﹤0.01%
+87
812
$3K ﹤0.01%
500
813
$3K ﹤0.01%
2,000
814
$3K ﹤0.01%
+72
815
$3K ﹤0.01%
1,144
816
$3K ﹤0.01%
+68
817
$3K ﹤0.01%
100
818
$3K ﹤0.01%
+30
819
$3K ﹤0.01%
15
-305
820
$3K ﹤0.01%
120
-316
821
$3K ﹤0.01%
+212
822
$3K ﹤0.01%
+280
823
$3K ﹤0.01%
+50
824
$3K ﹤0.01%
+70
825
$2K ﹤0.01%
30
31 32
33
34 35