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
976
$2K ﹤0.01%
+161
977
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+144
978
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74
-66
979
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137
-142
980
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+54
981
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50
982
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148
983
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200
984
$2K ﹤0.01%
+46
985
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9
986
$1K ﹤0.01%
+22
987
$1K ﹤0.01%
+8
988
$1K ﹤0.01%
12
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989
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+21
990
$1K ﹤0.01%
14
-1,286
991
$1K ﹤0.01%
+51
992
$1K ﹤0.01%
+20
993
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14
-5,947
994
$1K ﹤0.01%
85
+61
995
$1K ﹤0.01%
36
996
$1K ﹤0.01%
22
997
$1K ﹤0.01%
36
998
$1K ﹤0.01%
25
+15
999
$1K ﹤0.01%
+20
1000
$1K ﹤0.01%
300
38 39
40
41 42