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
$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 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-333
1002
– –
-27
1003
– –
-2,500
1004
– –
-8,950
1005
– –
-916
1006
– –
-700
1007
– –
-3,000
1008
– –
-543
1009
– –
-1,505
1010
– –
-3,363
1011
– –
-25,895
1012
– –
-24,130
1013
$0 ﹤0.01%
4
1014
– –
-285
1015
– –
-260
1016
– –
-75,358
1017
– –
-4,800
1018
– –
-156
1019
– –
-144
1020
– –
-1,650
1021
– –
-16,258
1022
– –
-250
1023
– –
-3,000
1024
– –
-239
1025
– –
-3,322
38 39 40
41
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