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
926
$4K ﹤0.01%
+179
927
$4K ﹤0.01%
+85
928
$4K ﹤0.01%
+66
929
$4K ﹤0.01%
+43
930
$4K ﹤0.01%
+46
931
$4K ﹤0.01%
+191
932
$4K ﹤0.01%
200
933
$4K ﹤0.01%
129
-38
934
$4K ﹤0.01%
+142
935
$4K ﹤0.01%
+75
936
$4K ﹤0.01%
239
-1,390
937
$4K ﹤0.01%
300
-500
938
$4K ﹤0.01%
+110
939
$4K ﹤0.01%
+400
940
$4K ﹤0.01%
+315
941
$4K ﹤0.01%
+59
942
$3K ﹤0.01%
+220
943
$3K ﹤0.01%
+79
944
$3K ﹤0.01%
+94
945
$3K ﹤0.01%
+159
946
$3K ﹤0.01%
+141
947
$3K ﹤0.01%
+166
948
$3K ﹤0.01%
+172
949
$3K ﹤0.01%
+92
950
$3K ﹤0.01%
+315
36 37
38
39 40