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
951
$3K ﹤0.01%
+44
952
$3K ﹤0.01%
+130
953
$3K ﹤0.01%
+421
954
$3K ﹤0.01%
+166
955
$3K ﹤0.01%
+172
956
$3K ﹤0.01%
+92
957
$3K ﹤0.01%
+315
958
$3K ﹤0.01%
+48
959
$3K ﹤0.01%
+133
960
$3K ﹤0.01%
+28
961
$3K ﹤0.01%
+84
962
$3K ﹤0.01%
+30
963
$3K ﹤0.01%
+303
964
$3K ﹤0.01%
+73
965
$3K ﹤0.01%
147
966
$3K ﹤0.01%
+338
967
$3K ﹤0.01%
+45
968
$3K ﹤0.01%
+164
969
$2K ﹤0.01%
30
970
$2K ﹤0.01%
200
971
$2K ﹤0.01%
+45
972
$2K ﹤0.01%
+180
973
$2K ﹤0.01%
+95
974
$2K ﹤0.01%
+45
975
$2K ﹤0.01%
+100
37 38
39
40 41