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
876
– –
-5,650
877
– –
-8,240
878
– –
-60,400
879
– –
-222
880
– –
-33,535
881
– –
-10,000
882
– –
-500
883
– –
-250
884
– –
-30
885
– –
-11,000
886
– –
-139
887
– –
-575
888
– –
-3,000
889
$0 ﹤0.01%
1
890
– –
-350
891
$0 ﹤0.01%
15
892
– –
-750
893
– –
-1,000
894
– –
-147
895
– –
-310
896
– –
-375
897
– –
0
898
$0 ﹤0.01%
5
899
– –
-1,500
900
$0 ﹤0.01%
39
34 35
36
37 38