EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
901
$5K ﹤0.01%
+145
902
$5K ﹤0.01%
+132
903
$5K ﹤0.01%
+408
904
$5K ﹤0.01%
+105
905
$5K ﹤0.01%
+199
906
$5K ﹤0.01%
+110
907
$5K ﹤0.01%
333
908
$5K ﹤0.01%
66
+39
909
$5K ﹤0.01%
+240
910
$5K ﹤0.01%
350
911
$5K ﹤0.01%
+76
912
$5K ﹤0.01%
37
913
$5K ﹤0.01%
+165
914
$5K ﹤0.01%
133
915
$5K ﹤0.01%
+73
916
$5K ﹤0.01%
184
917
$5K ﹤0.01%
+103
918
$5K ﹤0.01%
130
919
$5K ﹤0.01%
+138
920
$5K ﹤0.01%
+49
921
$5K ﹤0.01%
+69
922
$5K ﹤0.01%
227
923
$4K ﹤0.01%
+66
924
$4K ﹤0.01%
+43
925
$4K ﹤0.01%
+46
35 36
37
38 39