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 | |
|---|---|---|---|---|---|---|---|
| $392K | 0.01% | 2,775 -1 | -0% | -$141 | |||
| $392K | 0.01% | 5,325 +25 | +0.5% | +$1.84K | |||
| $387K | 0.01% | 1,234 | – | – | |||
| $385K | 0.01% | 200 | – | – | |||
| $383K | 0.01% | 2,368 -250 | -10% | -$40.5K | |||
| $380K | 0.01% | +10,000 | New | +$380K | |||
| $380K | 0.01% | 203 | – | – | |||
| $378K | 0.01% | 3,342 | – | – | |||
| $375K | 0.01% | 5,154 -110 | -2% | -$8K | |||
| $374K | 0.01% | 7,183 -1,000 | -12% | -$52.1K | |||
| $373K | 0.01% | 4,460 | – | – | |||
| $371K | 0.01% | 2,207 | – | – | |||
| $361K | 0.01% | 3,600 -53 | -1% | -$5.32K | |||
| $352K | 0.01% | 35,000 | – | – | |||
| $352K | 0.01% | 1,363 -14 | -1% | -$3.62K | |||
| $344K | 0.01% | 1,720 | – | – | |||
| $341K | 0.01% | +30,543 | New | +$341K | |||
| $337K | 0.01% | 2,428 -200 | -8% | -$27.8K | |||
| $337K | 0.01% | 538 -2 | -0.4% | -$1.25K | |||
| $336K | 0.01% | 10,182 | – | – | |||
| $332K | 0.01% | 3,450 | – | – | |||
| $328K | 0.01% | 3,913 | – | – | |||
| $326K | 0.01% | 3,751 +99 | +3% | +$8.6K | |||
| $319K | 0.01% | 1,712 | – | – | |||
| $316K | 0.01% | 2,885 | – | – |
