EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
+10.09%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$4.09B
AUM Growth
+$4.09B
(+9.2%)
Cap. Flow
+$204M
Cap. Flow
% of AUM
5%
Top 10 Holdings %
Top 10 Hldgs %
36.81%
Holding
389
New
14
Increased
150
Reduced
166
Closed
12
Top Buys
| 1 |
Apple
AAPL
|
$190M |
| 2 |
JPMorgan Chase
JPM
|
$22.7M |
| 3 |
CDW
CDW
|
$8.92M |
| 4 |
Constellation Brands
STZ
|
$5.53M |
| 5 |
Tesla
TSLA
|
$4.4M |
Top Sells
| 1 |
Best Buy
BBY
|
$18.5M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.76M |
| 3 |
Microsoft
MSFT
|
$2.91M |
| 4 |
SouthState
SSB
|
$2.55M |
| 5 |
Thermo Fisher Scientific
TMO
|
$2.47M |
Sector Composition
| 1 | Technology | 27.89% |
| 2 | Consumer Discretionary | 16.9% |
| 3 | Financials | 13.98% |
| 4 | Healthcare | 12.95% |
| 5 | Communication Services | 5.61% |
