EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
+15.36%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$3.1B
AUM Growth
+$3.1B
(+17%)
Cap. Flow
+$77M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
30.65%
Holding
417
New
47
Increased
202
Reduced
102
Closed
10
Top Buys
| 1 |
Morgan Stanley
MS
|
$38.2M |
| 2 |
Amazon
AMZN
|
$7.45M |
| 3 |
Synchrony
SYF
|
$6.96M |
| 4 |
Royal Caribbean
RCL
|
$6.59M |
| 5 |
Abbott
ABT
|
$6.29M |
Top Sells
| 1 |
Lamb Weston
LW
|
$39.2M |
| 2 |
Dorman Products
DORM
|
$27M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.86M |
| 4 |
AptarGroup
ATR
|
$4.55M |
| 5 |
A.O. Smith
AOS
|
$4.16M |
Sector Composition
| 1 | Technology | 20.19% |
| 2 | Financials | 16.32% |
| 3 | Consumer Discretionary | 16.28% |
| 4 | Healthcare | 12.65% |
| 5 | Real Estate | 6.2% |
