EWM
Evercore Wealth Management Portfolio holdings
AUM $6.21B
AUM
$6.21B
AUM Growth
-$467M (-7%)
Cap. Flow
-$199M
Cap. Flow % of AUM
-3.2%
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 | |
|---|---|---|---|---|---|---|---|
| $647K | 0.01% | 2,163 | – | – | |||
| $646K | 0.01% | 3,784 -104 | -3% | -$17.7K | |||
| $641K | 0.01% | 11,963 -4,700 | -28% | -$252K | |||
| $632K | 0.01% | 43,100 | New | +$632K | |||
| $623K | 0.01% | 4,220 -80 | -2% | -$11.8K | |||
| $601K | 0.01% | 979 -22 | -2% | -$13.5K | |||
| $590K | 0.01% | 14,111 +45 | +0.3% | +$1.88K | |||
| $588K | 0.01% | 5,877 | – | – | |||
| $581K | 0.01% | 4,572 | – | – | |||
| $565K | 0.01% | 999 | – | – | |||
| $560K | 0.01% | 5,035 | – | – | |||
| $558K | 0.01% | 7,203 -104 | -1% | -$8.06K | |||
| $533K | 0.01% | 9,334 | – | – | |||
| $524K | 0.01% | 1,057 +8 | +0.8% | +$3.96K | |||
| $523K | 0.01% | 3,025 | – | – | |||
| $519K | 0.01% | 12,613 +10 | +0.1% | +$411 | |||
| $513K | 0.01% | 8,975 | – | – | |||
| $513K | 0.01% | 3,981 | – | – | |||
| $513K | 0.01% | 1,060 -5 | -0.5% | -$2.42K | |||
| $508K | 0.01% | 2,143 | – | – | |||
| $504K | 0.01% | 742 -10 | -1% | -$6.8K | |||
| $496K | 0.01% | 2,067 | – | – | |||
| $496K | 0.01% | 6,390 | – | – | |||
| $489K | 0.01% | 1,659 -26 | -2% | -$7.67K | |||
| $467K | 0.01% | 16,709 -500 | -3% | -$14K |
