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
176
$1.09M 0.06%
22,090
-11,032
177
$1.09M 0.06%
14,696
+1,092
178
$1.08M 0.06%
10,185
+2,437
179
$1.07M 0.06%
11,958
-1,717
180
$1.06M 0.05%
14,799
+791
181
$1.05M 0.05%
+149,565
182
$1.05M 0.05%
3,276
-19
183
$1.03M 0.05%
14,343
+2,219
184
$1.03M 0.05%
19,400
-1,400
185
$1.03M 0.05%
15,395
-2,887
186
$1.02M 0.05%
17,609
+5,244
187
$1.01M 0.05%
26,670
-360
188
$1.01M 0.05%
9,943
-1,068
189
$997K 0.05%
27,442
-6,885
190
$995K 0.05%
23,028
+13,315
191
$979K 0.05%
29,210
+425
192
$959K 0.05%
9,315
-265
193
$944K 0.05%
7,591
-1,105
194
$941K 0.05%
26,000
195
$928K 0.05%
9,251
+951
196
$909K 0.05%
15,306
+5,871
197
$896K 0.05%
27,808
-25,114
198
$882K 0.05%
87,855
-285
199
$881K 0.05%
15,188
-1,106
200
$881K 0.05%
7,037
+37
6 7
8
9 10