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
1
$70.3M 3.51%
2,548,308
-468
2
$45M 2.24%
521,953
-289
3
$44.5M 2.22%
1,298,794
+17,574
4
$42.6M 2.12%
421,660
+10,929
5
$41.1M 2.05%
1,559,209
+57,056
6
$40.7M 2.03%
533,290
+45,283
7
$38.3M 1.91%
387,845
+8,111
8
$37.2M 1.86%
355,120
+12,933
9
$36.9M 1.84%
321,587
+1,459
10
$36.4M 1.82%
1,062,947
+54,639
11
$35.7M 1.78%
57,693
+1,963
12
$34.8M 1.73%
749,030
+5,198
13
$33.6M 1.68%
223,669
+6,558
14
$33.3M 1.66%
353,289
+6,528
15
$32.6M 1.63%
350,702
+8,338
16
$32.4M 1.61%
271,442
+15,031
17
$31.9M 1.59%
305,342
-3,348
18
$31.9M 1.59%
372,970
+18,393
19
$31.6M 1.58%
377,789
+8,324
20
$31.1M 1.55%
149,743
+1,481
21
$31M 1.54%
427,260
+11,101
22
$30.5M 1.52%
848,099
+45,640
23
$29.2M 1.46%
316,376
-18,597
24
$28.8M 1.44%
305,975
+37,331
25
$27.5M 1.37%
176,070
+5,783
1
2 3 4 5