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
876
$7K ﹤0.01%
75
-25
877
$7K ﹤0.01%
82
878
$7K ﹤0.01%
155
879
$7K ﹤0.01%
91
880
$7K ﹤0.01%
190
881
$7K ﹤0.01%
+53
882
$7K ﹤0.01%
100
883
$7K ﹤0.01%
2,368
884
$6K ﹤0.01%
+247
885
$6K ﹤0.01%
150
-48
886
$6K ﹤0.01%
67
887
$6K ﹤0.01%
+177
888
$6K ﹤0.01%
+44
889
$6K ﹤0.01%
+134
890
$6K ﹤0.01%
+200
891
$6K ﹤0.01%
+34
892
$6K ﹤0.01%
+21
893
$6K ﹤0.01%
+174
894
$6K ﹤0.01%
+116
895
$6K ﹤0.01%
105
-30
896
$6K ﹤0.01%
+281
897
$6K ﹤0.01%
+125
898
$5K ﹤0.01%
+168
899
$5K ﹤0.01%
+300
900
$5K ﹤0.01%
+248
34 35
36
37 38