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 | |
|---|---|---|---|---|---|---|---|
| $227K | ﹤0.01% | 866 -77 | -8% | -$20.2K | |||
| $225K | ﹤0.01% | 5,060 | – | – | |||
| $224K | ﹤0.01% | 6,186 | – | – | |||
| $222K | ﹤0.01% | 1,099 -44 | -4% | -$8.87K | |||
| $220K | ﹤0.01% | 2,897 -225 | -7% | -$17.1K | |||
| $216K | ﹤0.01% | 8,647 | – | – | |||
| $215K | ﹤0.01% | +1,048 | New | +$215K | |||
| $211K | ﹤0.01% | 3,762 | – | – | |||
| $210K | ﹤0.01% | 29 | – | – | |||
| $210K | ﹤0.01% | 4,563 -6,425 | -58% | -$295K | |||
| $209K | ﹤0.01% | +788 | New | +$209K | |||
| $208K | ﹤0.01% | 1,760 | – | – | |||
| $206K | ﹤0.01% | 2,570 | – | – | |||
| $206K | ﹤0.01% | 1,763 | – | – | |||
| $206K | ﹤0.01% | 884 -186 | -17% | -$43.3K | |||
| $205K | ﹤0.01% | 6,896 | – | – | |||
| $202K | ﹤0.01% | +2,045 | New | +$202K | |||
| $202K | ﹤0.01% | +5,100 | New | +$202K | |||
| $202K | ﹤0.01% | 1,286 -146 | -10% | -$22.9K | |||
| $201K | ﹤0.01% | 2,000 | – | – | |||
| $195K | ﹤0.01% | 17,780 | – | – | |||
| $158K | ﹤0.01% | 15,400 | – | – | |||
| $150K | ﹤0.01% | 14,300 | – | – | |||
| $142K | ﹤0.01% | +20,000 | New | +$142K | |||
| $135K | ﹤0.01% | 12,689 | – | – |
