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
201
$723K 0.04%
104,565
-12,221
202
$705K 0.04%
10,744
+228
203
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15,625
-155
204
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10,000
205
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12,050
-2,018
206
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6,202
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207
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208
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14,415
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209
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210
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211
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214
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15,305
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215
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19,800
216
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7,057
218
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9,048
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219
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50,100
220
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39,520
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221
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12,336
222
$596K 0.03%
15,081
-4,427
223
$575K 0.03%
16,817
-9,731
224
$561K 0.03%
8,400
225
$552K 0.03%
11,417
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