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
$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 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.14M 0.31%
23,249
-5,464
77
$6.02M 0.3%
142,309
+94,947
78
$5.85M 0.29%
28,440
-34,530
79
$5.82M 0.29%
93,017
-2,590
80
$5.63M 0.28%
81,891
-6,345
81
$5.59M 0.28%
75,410
-3,000
82
$5.51M 0.27%
78,478
-7,463
83
$5.43M 0.27%
100,349
-3,471
84
$5.3M 0.26%
110,010
+2,571
85
$5.3M 0.26%
117,948
-10,150
86
$5.21M 0.26%
115,594
-959
87
$5.2M 0.26%
54,414
+760
88
$5.11M 0.25%
176,525
-23,370
89
$5.04M 0.25%
64,220
90
$4.87M 0.24%
123,506
-4,374
91
$4.85M 0.24%
70,209
-7,056
92
$4.52M 0.23%
20
+1
93
$4.29M 0.21%
107,376
+380
94
$4.28M 0.21%
72,451
-1,526
95
$4.24M 0.21%
69,625
-69,600
96
$4.17M 0.21%
43,992
-315
97
$3.94M 0.2%
93,450
-171
98
$3.75M 0.19%
46,001
-2,278
99
$3.6M 0.18%
38,177
+243
100
$3.58M 0.18%
58,483
+18,150
2 3
4
5 6