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
101
$4M 0.21%
47,452
+3,391
102
$3.93M 0.2%
126,352
-16,750
103
$3.7M 0.19%
42,313
-2,180
104
$3.67M 0.19%
44,595
+14,250
105
$3.61M 0.19%
19
106
$3.58M 0.18%
43,515
+3,859
107
$3.53M 0.18%
58,100
+800
108
$3.51M 0.18%
60,640
-36,594
109
$3.49M 0.18%
102,200
-310
110
$3.39M 0.17%
58,233
111
$3.21M 0.17%
40,356
-2,445
112
$3.19M 0.16%
47,431
-10,873
113
$3.19M 0.16%
37,849
+498
114
$3.1M 0.16%
12,239
-10,136
115
$3.09M 0.16%
63,587
+14,616
116
$3.04M 0.16%
113,528
-1,284
117
$2.96M 0.15%
83,470
+10,010
118
$2.9M 0.15%
115,659
+3,522
119
$2.82M 0.15%
37,400
-6,150
120
$2.77M 0.14%
56,557
+2,500
121
$2.71M 0.14%
24,292
+277
122
$2.68M 0.14%
148,240
+145,578
123
$2.6M 0.13%
38,058
-7,742
124
$2.58M 0.13%
42,908
+10,000
125
$2.56M 0.13%
44,058
-38,797
3 4
5
6 7