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
826
$11K ﹤0.01%
450
827
$11K ﹤0.01%
193
-3,802
828
$11K ﹤0.01%
+127
829
$11K ﹤0.01%
+519
830
$11K ﹤0.01%
123
-2,738
831
$10K ﹤0.01%
680
832
$10K ﹤0.01%
200
-178
833
$10K ﹤0.01%
+139
834
$10K ﹤0.01%
+447
835
$10K ﹤0.01%
136
836
$10K ﹤0.01%
1,081
837
$10K ﹤0.01%
192
838
$10K ﹤0.01%
235
839
$10K ﹤0.01%
+265
840
$10K ﹤0.01%
+200
841
$10K ﹤0.01%
200
-100
842
$10K ﹤0.01%
25
-25
843
$9K ﹤0.01%
+160
844
$9K ﹤0.01%
+1,470
845
$9K ﹤0.01%
+225
846
$9K ﹤0.01%
+148
847
$9K ﹤0.01%
600
848
$9K ﹤0.01%
250
849
$9K ﹤0.01%
+952
850
$9K ﹤0.01%
95
-691
32 33
34
35 36