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
151
$1.35M 0.07%
34,041
+91
152
$1.29M 0.06%
24,166
-1,903
153
$1.27M 0.06%
15,159
-1,653
154
$1.26M 0.06%
9,317
+3,796
155
$1.26M 0.06%
13,787
+50
156
$1.26M 0.06%
16,541
-859
157
$1.2M 0.06%
+10,860
158
$1.18M 0.06%
14,310
159
$1.15M 0.06%
8,744
-500
160
$1.14M 0.06%
14,986
-973
161
$1.12M 0.06%
19,400
162
$1.11M 0.06%
17,500
163
$1.1M 0.05%
7,529
+529
164
$1.09M 0.05%
24,785
-815
165
$1.06M 0.05%
13,743
-1,056
166
$1.05M 0.05%
8,789
+1,048
167
$1.02M 0.05%
12,040
+173
168
$996K 0.05%
77,550
-7,500
169
$990K 0.05%
9,276
+25
170
$978K 0.05%
22,147
-1,580
171
$978K 0.05%
18,673
-4,159
172
$966K 0.05%
24,128
-160,591
173
$961K 0.05%
22,211
174
$933K 0.05%
3,626
+626
175
$929K 0.05%
21,900
5 6
7
8 9