EWM
Evercore Wealth Management Portfolio holdings
AUM $6.21B
AUM
$6.21B
AUM Growth
-$467M (-7%)
Cap. Flow
-$199M
Cap. Flow % of AUM
-3.2%
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 | |
|---|---|---|---|---|---|---|---|
| $135K | 0% | 125,000 | – | – | |||
| $133K | 0% | 13,000 | – | – | |||
| $128K | 0% | 12,800 | New | +$128K | |||
| $116K | 0% | 10,408 -383 | -4% | -$4.28K | |||
| $107K | 0% | 13,200 | New | +$107K | |||
| $102K | 0% | 10,270 | New | +$102K | |||
| $101K | 0% | 10,000 | – | – | |||
| $65.2K | 0% | 20,000 | New | +$65.2K | |||
| $27K | 0% | 20,000 | – | – | |||
| $22.3K | 0% | 17,543 | – | – | |||
| $8.75K | 0% | 13,688 | – | – | |||
| $0 | 0% | 0 -3,918 | Closed | – | |||
| $0 | 0% | 0 -2,500 | Closed | – | |||
| $0 | 0% | 0 -11,190 | Closed | – | |||
| $0 | 0% | 0 -1,015 | Closed | – | |||
| $0 | 0% | 0 -15,781 | Closed | – | |||
| $0 | 0% | 0 -4,475 | Closed | – | |||
| $0 | 0% | 0 -2,705 | Closed | – | |||
| $0 | 0% | 0 -1,362 | Closed | – | |||
| $0 | 0% | 0 -40,000 | Closed | – | |||
| $0 | 0% | 0 -436 | Closed | – | |||
| $0 | 0% | 0 -9,050 | Closed | – | |||
| $0 | 0% | 0 -689 | Closed | – | |||
| $0 | 0% | 0 -9,495 | Closed | – | |||
| $0 | 0% | 0 -7,335 | Closed | – |
