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
1
$59.7M 3.08%
2,568,004
+64,748
2
$42.6M 2.2%
1,471,629
+33,900
3
$40M 2.06%
339,196
+22,307
4
$38M 1.96%
517,952
+18,946
5
$34.2M 1.77%
340,189
-2,530
6
$34.2M 1.76%
380,838
+8,036
7
$32.9M 1.7%
1,236,416
+47,592
8
$32.8M 1.69%
401,213
+18,432
9
$32.2M 1.66%
310,341
+11,844
10
$31.2M 1.61%
471,799
-4,686
11
$30.8M 1.59%
324,513
+15,016
12
$30.6M 1.58%
385,417
+5,612
13
$30.4M 1.57%
949,967
+80,315
14
$29.9M 1.54%
715,867
+57,732
15
$29.3M 1.51%
342,162
+11,593
16
$28.3M 1.46%
389,181
+25,799
17
$27.9M 1.44%
149,618
+16,559
18
$27.1M 1.4%
214,413
+9,039
19
$27.1M 1.4%
258,851
+20,636
20
$26.8M 1.38%
1,331,480
21
$26.6M 1.37%
49,663
+7,098
22
$26.5M 1.37%
327,841
+26,058
23
$25.1M 1.29%
359,839
+94,835
24
$25.1M 1.29%
191,888
+4,338
25
$24.9M 1.29%
249,621
+8,005
1
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