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
851
$9K ﹤0.01%
+173
852
$9K ﹤0.01%
+158
853
$9K ﹤0.01%
93
854
$9K ﹤0.01%
+300
855
$8K ﹤0.01%
124
-1,227
856
$8K ﹤0.01%
+167
857
$8K ﹤0.01%
+180
858
$8K ﹤0.01%
+117
859
$8K ﹤0.01%
+275
860
$8K ﹤0.01%
99
-401
861
$8K ﹤0.01%
247
862
$8K ﹤0.01%
200
863
$8K ﹤0.01%
+86
864
$8K ﹤0.01%
125
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865
$8K ﹤0.01%
156
866
$8K ﹤0.01%
800
867
$7K ﹤0.01%
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868
$7K ﹤0.01%
75
869
$7K ﹤0.01%
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870
$7K ﹤0.01%
400
871
$7K ﹤0.01%
80
872
$7K ﹤0.01%
+123
873
$7K ﹤0.01%
89
874
$7K ﹤0.01%
70
875
$7K ﹤0.01%
69
33 34
35
36 37