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
201
$859K 0.04%
67,400
202
$854K 0.04%
+5,318
203
$852K 0.04%
12,250
+1,113
204
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205
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16,700
-1,000
206
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50,100
207
$826K 0.04%
176,600
208
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6,713
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209
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15,500
-1,236
210
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22,211
211
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212
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213
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214
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14,968
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215
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216
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217
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218
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219
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220
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221
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29,665
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222
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21,900
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223
$732K 0.04%
12,500
+12,000
224
$724K 0.04%
5,456
+226
225
$722K 0.04%
18,388
+830
7 8
9
10 11