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
101
$3.54M 0.18%
+87,060
102
$3.52M 0.18%
115,234
-13,140
103
$3.51M 0.18%
36,471
+1,252
104
$3.23M 0.16%
34,493
-11,287
105
$3.21M 0.16%
10,623
-725
106
$3.12M 0.16%
39,772
-2,424
107
$3.1M 0.15%
55,957
-2,833
108
$2.91M 0.14%
101,214
-13,026
109
$2.88M 0.14%
199,990
110
$2.76M 0.14%
24,654
-264
111
$2.72M 0.14%
22,730
-21,150
112
$2.64M 0.13%
56,514
+1,520
113
$2.49M 0.12%
23,814
-678
114
$2.46M 0.12%
15,426
+1,271
115
$2.37M 0.12%
111,930
+5,650
116
$2.34M 0.12%
37,236
-6,365
117
$2.34M 0.12%
40,642
+1,027
118
$2.3M 0.11%
24,168
+531
119
$2.28M 0.11%
33,086
-4,523
120
$2.28M 0.11%
85,652
-3,128
121
$2.25M 0.11%
43,750
+2,010
122
$2.08M 0.1%
70,200
-32,000
123
$2.05M 0.1%
45,707
+4,074
124
$2.02M 0.1%
28,163
-15,010
125
$1.94M 0.1%
10,810
-498
3 4
5
6 7