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
151
$1.56M 0.08%
59,332
152
$1.54M 0.08%
4,888
+24
153
$1.53M 0.08%
28,640
-325
154
$1.5M 0.08%
23,451
-4,376
155
$1.47M 0.08%
12,607
-100
156
$1.46M 0.08%
15,813
-283
157
$1.43M 0.07%
13,774
+10,195
158
$1.4M 0.07%
115,912
+2,712
159
$1.38M 0.07%
14,649
-139
160
$1.32M 0.07%
45,220
-141,926
161
$1.32M 0.07%
27,675
-1,616
162
$1.32M 0.07%
27,569
-1,050
163
$1.31M 0.07%
12,070
+300
164
$1.28M 0.07%
22,120
-1,855
165
$1.28M 0.07%
34,335
-4,735
166
$1.26M 0.07%
17,028
+950
167
$1.26M 0.07%
7,857
+1,132
168
$1.24M 0.06%
48,025
-21,827
169
$1.23M 0.06%
23,546
-1,874
170
$1.22M 0.06%
28,187
171
$1.17M 0.06%
20,001
+220
172
$1.16M 0.06%
15,775
+61
173
$1.16M 0.06%
12,582
-1,500
174
$1.14M 0.06%
9,687
-1,121
175
$1.1M 0.06%
9,244
+503
5 6
7
8 9