EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
+1.78%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$5.52B
AUM Growth
+$5.52B
(+1.1%)
Cap. Flow
-$9.27M
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
34.27%
Holding
440
New
17
Increased
51
Reduced
201
Closed
23
Top Buys
| 1 |
Builders FirstSource
BLDR
|
$48.6M |
| 2 |
TJX Companies
TJX
|
$36.1M |
| 3 |
Cloudflare
NET
|
$4.83M |
| 4 |
BorgWarner
BWA
|
$3.08M |
| 5 |
Fidelity National Information Services
FIS
|
$2.61M |
Top Sells
| 1 |
GE Aerospace
GE
|
$16.4M |
| 2 |
Adobe
ADBE
|
$7.48M |
| 3 |
Blackstone
BX
|
$6.39M |
| 4 |
Accenture
ACN
|
$6.18M |
| 5 |
Apple
AAPL
|
$6.16M |
Sector Composition
| 1 | Technology | 26.52% |
| 2 | Financials | 16.03% |
| 3 | Consumer Discretionary | 15.23% |
| 4 | Healthcare | 11.37% |
| 5 | Communication Services | 6.84% |
