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 | |
|---|---|---|---|---|---|---|---|
| $465K | 0.01% | 2,700 -70 | -3% | -$12.1K | |||
| $453K | 0.01% | 4,297 -37 | -0.9% | -$3.9K | |||
| $450K | 0.01% | 7,525 -361 | -5% | -$21.6K | |||
| $448K | 0.01% | 15,233 | – | – | |||
| $447K | 0.01% | 1,846 -25 | -1% | -$6.05K | |||
| $445K | 0.01% | 1,677 -215 | -11% | -$57K | |||
| $444K | 0.01% | 18,504 -952 | -5% | -$22.8K | |||
| $444K | 0.01% | 928 | – | – | |||
| $443K | 0.01% | 1,316 | – | – | |||
| $430K | 0.01% | 2,359 | – | – | |||
| $426K | 0.01% | 15,565 | – | – | |||
| $423K | 0.01% | 2,335 | – | – | |||
| $418K | 0.01% | 33,158 | – | – | |||
| $417K | 0.01% | 2,865 | – | – | |||
| $416K | 0.01% | 6,111 | New | +$416K | |||
| $413K | 0.01% | 3,093 | New | +$413K | |||
| $411K | 0.01% | 3,499 | – | – | |||
| $410K | 0.01% | 7,946 | – | – | |||
| $408K | 0.01% | 2,981 -350 | -11% | -$47.9K | |||
| $408K | 0.01% | 2,847 +55 | +2% | +$7.88K | |||
| $407K | 0.01% | 6,250 | – | – | |||
| $405K | 0.01% | 4,520 -250 | -5% | -$22.4K | |||
| $399K | 0.01% | 1,560 -372 | -19% | -$95.1K | |||
| $397K | 0.01% | 1,915 | – | – | |||
| $395K | 0.01% | 4,140 -5 | -0.1% | -$477 |
