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
1001
$1K ﹤0.01%
65
1002
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1003
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-935
1004
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-32
1005
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-588
1006
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-4,600
1007
– –
-2,091
1008
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-252
1009
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-2,000
1010
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-260
1011
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-3,450
1012
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-294
1013
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-584
1014
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-3,275
1015
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-900
1016
– –
-4,500
1017
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-950
1018
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-250
1019
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-35
1020
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-1,025
1021
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-1,000
1022
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0
1023
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-415
1024
– –
-7,350
1025
– –
-396
39 40
41
42 43