EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
+3.53%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$1.78B
AUM Growth
-$36.3M
(-2%)
Cap. Flow
-$80.2M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
19.46%
Holding
954
New
101
Increased
207
Reduced
267
Closed
40
Top Buys
| 1 |
Home Depot
HD
|
$17.1M |
| 2 |
Fastenal
FAST
|
$14.4M |
| 3 |
General Mills
GIS
|
$10.2M |
| 4 |
Gilead Sciences
GILD
|
$8.3M |
| 5 |
CBRE Group
CBRE
|
$7.6M |
Top Sells
| 1 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$25.7M |
| 2 |
Yum! Brands
YUM
|
$13.8M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.61M |
| 4 |
Apple
AAPL
|
$5.36M |
| 5 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$5.12M |
Sector Composition
| 1 | Technology | 17% |
| 2 | Healthcare | 12.41% |
| 3 | Financials | 11.93% |
| 4 | Consumer Discretionary | 10.41% |
| 5 | Energy | 9.95% |
