EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
+13.63%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$6.15B
AUM Growth
+$6.15B
(+11%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
35.75%
Holding
436
New
19
Increased
64
Reduced
174
Closed
15
Top Buys
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$27.4M |
| 2 |
McDonald's
MCD
|
$7.7M |
| 3 |
TJX Companies
TJX
|
$3.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3M |
| 5 |
Best Buy
BBY
|
$2.78M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$25.2M |
| 2 |
Cloudflare
NET
|
$5.7M |
| 3 |
Blackstone
BX
|
$4.67M |
| 4 |
Apple
AAPL
|
$4.04M |
| 5 |
Microsoft
MSFT
|
$3.82M |
Sector Composition
| 1 | Technology | 26.83% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Financials | 15.26% |
| 4 | Healthcare | 11.85% |
| 5 | Communication Services | 6.31% |
