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
$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 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-2,105
1027
– –
-733
1028
– –
-370
1029
– –
-15,235
1030
– –
-42,721
1031
– –
-360
1032
– –
-527
1033
– –
-3,570
1034
– –
-152
1035
– –
-1,585
1036
– –
-2,051
1037
– –
-610
1038
– –
-6,795
1039
– –
-67
1040
– –
-69
1041
– –
-75
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