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
76
$6.63M 0.34%
97,352
+1,199
77
$6.57M 0.34%
76,592
+15,786
78
$6.29M 0.32%
57,145
79
$6.17M 0.32%
31,343
+22,448
80
$5.85M 0.3%
94,057
+9,396
81
$5.84M 0.3%
204,020
+18,210
82
$5.48M 0.28%
97,099
+9,969
83
$5.42M 0.28%
109,321
+835
84
$5.36M 0.28%
45,081
-6,294
85
$5.26M 0.27%
142,266
-89,341
86
$5.24M 0.27%
78,410
-1,000
87
$5.18M 0.27%
119,693
+41,062
88
$5.13M 0.26%
88,976
+3,000
89
$5.1M 0.26%
92,413
+24,442
90
$4.98M 0.26%
54,761
-1,535
91
$4.88M 0.25%
78,527
+16,431
92
$4.53M 0.23%
129,410
-47,200
93
$4.53M 0.23%
2,369,574
+1,925,300
94
$4.4M 0.23%
43,698
+3,019
95
$4.39M 0.23%
107,500
+10,158
96
$4.35M 0.22%
43,201
+3,453
97
$4.34M 0.22%
90,341
-7,157
98
$4.3M 0.22%
64,220
99
$4.26M 0.22%
98,474
-2,674
100
$4.13M 0.21%
97,716
-9,779
2 3
4
5 6