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
126
$2.46M 0.13%
32,602
+2,182
127
$2.43M 0.13%
105,250
-860
128
$2.4M 0.12%
199,990
129
$2.35M 0.12%
60,124
-3,436
130
$2.33M 0.12%
29,037
+9,849
131
$2.32M 0.12%
13,364
-1,028
132
$2.28M 0.12%
43,501
-914
133
$2.22M 0.11%
75,400
+3,600
134
$2.22M 0.11%
86,760
+5,252
135
$2.09M 0.11%
23,608
-7,405
136
$2.08M 0.11%
24,208
+852
137
$2.05M 0.11%
38,757
+1,109
138
$2.04M 0.11%
46,166
-92
139
$1.84M 0.1%
25,370
-1,294
140
$1.79M 0.09%
67,447
-40
141
$1.77M 0.09%
28,518
+23,440
142
$1.76M 0.09%
43,340
-1,240
143
$1.76M 0.09%
23,000
+22,000
144
$1.72M 0.09%
34,632
-1,060
145
$1.65M 0.09%
13,910
+1,000
146
$1.64M 0.08%
20,036
+36
147
$1.61M 0.08%
16,356
+482
148
$1.6M 0.08%
33,942
-3,118
149
$1.58M 0.08%
14,450
+175
150
$1.58M 0.08%
37,738
+8,026
4 5
6
7 8