EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+1.47%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.62B
AUM Growth
-$71.1M
(-2.6%)
Cap. Flow
-$89.3M
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
28.09%
Holding
923
New
5
Increased
35
Reduced
208
Closed
572
Top Buys
| 1 |
Applied Materials
AMAT
|
$29.3M |
| 2 |
Domino's
DPZ
|
$26.1M |
| 3 |
Thor Industries
THO
|
$21.6M |
| 4 |
iShares Gold Trust
IAU
|
$6.96M |
| 5 |
SPDR Gold Trust
GLD
|
$2.57M |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
$37.1M |
| 2 |
Mastercard
MA
|
$6.73M |
| 3 |
Amazon
AMZN
|
$6.4M |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$5.16M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$4.27M |
Sector Composition
| 1 | Technology | 18.68% |
| 2 | Financials | 16.31% |
| 3 | Consumer Discretionary | 15.73% |
| 4 | Healthcare | 11.1% |
| 5 | Real Estate | 6.85% |