EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
– –
-1,025
1003
– –
-1,000
1004
– –
0
1005
– –
-415
1006
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-240
1007
– –
-1,676
1008
– –
-241
1009
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-200
1010
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-26
1011
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-117
1012
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-588
1013
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-1,000
1014
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-1,500
1015
– –
-927
1016
$0 ﹤0.01%
+2
1017
$0 ﹤0.01%
1
-1
1018
– –
-2,010
1019
$0 ﹤0.01%
15
1020
– –
-7,645
1021
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-50
1022
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-817
1023
– –
-600
1024
– –
-2,000
1025
$0 ﹤0.01%
375
39 40
41
42 43