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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,600 | Closed | -$387K | |||
| – | – | -1,326 | Closed | -$205K | |||
| – | – | -25,000 | Closed | -$385K | |||
| – | – | -3,122 | Closed | -$279K | |||
| – | – | -1,256 | Closed | -$233K | |||
| – | – | -4,195 | Closed | -$226K | |||
| – | – | -12,399 | Closed | -$261K | |||
| – | – | -13,000 | Closed | -$1.56K |
