EWM

Evercore Wealth Management Portfolio holdings

AUM $6.21B
This Quarter Return
-2.57%
1 Year Return
+10.37%
3 Year Return
+42.68%
5 Year Return
+179.26%
10 Year Return
+337.87%
AUM
$6.21B
AUM Growth
-$467M
Cap. Flow
-$205M
Cap. Flow %
-3.31%
Top 10 Hldgs %
37.49%
Holding
433
New
16
Increased
38
Reduced
231
Closed
22

Top Buys

1
$72M
2
$61.4M
3
$40.8M
4
$14.4M
5
$11.5M

Top Sells

1
$83.6M
2
$69.9M
3
$31.9M
4
$23.4M
5
$20.9M

Sector Composition

1Technology25.94%
2Financials20.41%
3Consumer Discretionary14.63%
4Healthcare7.82%
5Energy4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$378M6.07% 1,702,132
-47,218
-3%
-$10.5M
$323M5.19% 860,807
-10,153
-1%
-$3.81M
$268M4.3% 2,469,113
+106,557
+5%
+$11.5M
$231M3.71% 421,088
-15,807
-4%
-$8.66M
$227M3.64% 1,191,053
-29,537
-2%
-$5.62M
$208M3.34% 54,538
-2,974
-5%
-$11.3M
$190M3.05% 1,358,171
-41,273
-3%
-$5.77M
$174M2.8% 332,723
-11,927
-3%
-$6.25M
$169M2.71% 460,394
-7,399
-2%
-$2.71M
$161M2.58% 2,690,985
-71,224
-3%
-$4.26M
$156M2.51% 999,388
-24,483
-2%
-$3.82M
$156M2.51% 636,215
-14,658
-2%
-$3.6M
$146M2.35% 274,679
-4,763
-2%
-$2.54M
$145M2.33% 1,241,998
-32,424
-3%
-$3.78M
$144M2.32% 289,694
-8,389
-3%
-$4.17M
$138M2.22% 1,056,221
-46,988
-4%
-$6.15M
$134M2.15% 443,665
-10,187
-2%
-$3.08M
$125M2% 806,848
-12,853
-2%
-$1.99M
$117M1.88% 374,566
-8,533
-2%
-$2.66M
$110M1.77% 881,000
+35,674
+4%
+$4.46M
$107M1.72% 113,206
-1,266
-1%
-$1.2M
$106M1.71% 112,475
-3,187
-3%
-$3.02M
$104M1.68% 857,893
-19,107
-2%
-$2.33M
$95.1M1.53% 437,197
-16,173
-4%
-$3.52M
$86.6M1.39% 1,091,046
-43,030
-4%
-$3.42M
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