EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+4.23%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.58B
AUM Growth
+$32.7M
(+1.3%)
Cap. Flow
-$54.6M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
25.32%
Holding
1,083
New
89
Increased
137
Reduced
320
Closed
113
Top Buys
| 1 |
WBT
Welbilt, Inc.
WBT
|
+$18.3M |
| 2 |
Lamb Weston
LW
|
+$4.13M |
| 3 |
Jabil
JBL
|
+$3.5M |
| 4 |
CSR
Centerspace
CSR
|
+$3.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.37M |
Top Sells
| 1 |
AMC Networks
AMCX
|
+$12.1M |
| 2 |
NXP Semiconductors
NXPI
|
+$4.45M |
| 3 |
AutoZone
AZO
|
+$3.75M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$3.53M |
| 5 |
AMRI
Albany Molecular Research Inc
AMRI
|
+$3.35M |
Sector Composition
| 1 | Technology | 17.77% |
| 2 | Financials | 15.99% |
| 3 | Consumer Discretionary | 13.64% |
| 4 | Healthcare | 12.47% |
| 5 | Industrials | 6.91% |
