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 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
0
927
– –
-769
928
– –
-320
929
– –
-4,260
930
– –
-205
931
– –
-241
932
– –
-800
933
– –
-5,461
934
– –
-1,000
935
– –
-2,200
936
– –
-2,000
937
– –
-4,591
938
– –
-52,267
939
– –
-3,163
940
– –
-2,540
941
– –
-95,672
942
– –
-28,640
943
– –
-8,369
944
– –
-23,653
945
– –
-1,500
946
– –
-2,050
947
– –
-1,020
948
– –
-3,213
949
– –
-300
950
– –
-1,200
36 37
38
39 40