EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+0.99%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.27B
AUM Growth
+$5.29M
(+0.23%)
Cap. Flow
+$947K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
24.86%
Holding
1,080
New
128
Increased
261
Reduced
245
Closed
50
Top Buys
| 1 |
Amazon
AMZN
|
+$22.8M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$21.5M |
| 3 |
AGN
Allergan plc
AGN
|
+$7.35M |
| 4 |
LendingClub
LC
|
+$4.76M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$2.88M |
Top Sells
| 1 |
Five Below
FIVE
|
+$30.6M |
| 2 |
TJX Companies
TJX
|
+$5.77M |
| 3 |
Walt Disney
DIS
|
+$5.22M |
| 4 |
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
|
+$3.19M |
| 5 |
EMC
EMC CORPORATION
EMC
|
+$2.24M |
Sector Composition
| 1 | Technology | 16.58% |
| 2 | Healthcare | 15.46% |
| 3 | Consumer Discretionary | 15.08% |
| 4 | Financials | 12.88% |
| 5 | Industrials | 6.19% |
