EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
+5.43%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$1.94B
AUM Growth
+$1.94B
(+8.8%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
8.05%
Top 10 Holdings %
Top 10 Hldgs %
19.48%
Holding
1,079
New
165
Increased
262
Reduced
247
Closed
65
Top Buys
| 1 |
Apple
AAPL
|
$51.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$21.8M |
| 3 |
Union Pacific
UNP
|
$12.9M |
| 4 |
Western Digital
WDC
|
$6.61M |
| 5 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$5.73M |
Top Sells
| 1 |
NE
Noble Corporation
NE
|
$4.15M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$4.09M |
| 3 |
EEP
Enbridge Energy Partners
EEP
|
$3.3M |
| 4 |
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% |
