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
1026
– –
-3,450
1027
– –
-418
1028
– –
-294
1029
– –
-584
1030
– –
-3,275
1031
– –
-900
1032
– –
-4,500
1033
– –
-260
1034
– –
-950
1035
– –
-250
1036
– –
-35
1037
– –
-7,350
1038
– –
-396
1039
– –
-160
1040
– –
-380
1041
– –
-1,450
1042
– –
-3,746
1043
– –
-67
1044
– –
-630
1045
– –
-1,322
1046
– –
-85
1047
– –
-300
1048
– –
-900
1049
$0 ﹤0.01%
+4
1050
– –
-123
40 41
42
43 44