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 (-7%)
Cap. Flow
-$205M
Cap. Flow % of AUM
-3.31%
Top 10 Holdings %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
| 1 | Technology | 25.94% |
| 2 | Financials | 20.41% |
| 3 | Consumer Discretionary | 14.63% |
| 4 | Healthcare | 7.82% |
| 5 | Energy | 4.87% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $861K | 0.01% | 187 -10 | -5% | -$46.1K | |||
| $859K | 0.01% | 19,661 -326 | -2% | -$14.2K | |||
| $849K | 0.01% | 3,708 | – | – | |||
| $845K | 0.01% | 18,046 +1,000 | +6% | +$46.8K | |||
| $838K | 0.01% | 3,696 | – | – | |||
| $828K | 0.01% | 1,779 -82 | -4% | -$38.2K | |||
| $809K | 0.01% | 7,874 -1,048 | -12% | -$108K | |||
| $794K | 0.01% | 19,658 -246 | -1% | -$9.94K | |||
| $790K | 0.01% | 17,248 | – | – | |||
| $785K | 0.01% | 9,532 -66 | -0.7% | -$5.43K | |||
| $772K | 0.01% | 12,866 +910 | +8% | +$54.6K | |||
| $746K | 0.01% | 49,250 +9,000 | +22% | +$136K | |||
| $734K | 0.01% | 9,591 -200 | -2% | -$15.3K | |||
| $719K | 0.01% | 1,712 | – | – | |||
| $714K | 0.01% | 2,170 -110 | -5% | -$36.2K | |||
| $714K | 0.01% | 9,555 | – | – | |||
| $700K | 0.01% | 1,504 -36 | -2% | -$16.8K | |||
| $689K | 0.01% | 8,492 | – | – | |||
| $683K | 0.01% | 7,544 -282 | -4% | -$25.5K | |||
| $679K | 0.01% | 2,440 | – | – | |||
| $673K | 0.01% | 681 -50 | -7% | -$49.4K | |||
| $673K | 0.01% | 2,260 -11 | -0.5% | -$3.27K | |||
| $672K | 0.01% | 4,449 -300 | -6% | -$45.3K | |||
| $668K | 0.01% | 1,525 -155 | -9% | -$67.9K | |||
| $655K | 0.01% | 25,000 | – | – |
