EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+6.31%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.01B
AUM Growth
+$10M
(+0.5%)
Cap. Flow
-$83.7M
Cap. Flow
% of AUM
-4.17%
Top 10 Holdings %
Top 10 Hldgs %
21.6%
Holding
1,053
New
99
Increased
173
Reduced
258
Closed
170
Top Buys
| 1 |
NE
Noble Corporation
NE
|
+$8.34M |
| 2 |
Ralph Lauren
RL
|
+$5.48M |
| 3 |
Kinder Morgan
KMI
|
+$4.02M |
| 4 |
Five Below
FIVE
|
+$3.54M |
| 5 |
Gilead Sciences
GILD
|
+$3.52M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$7.76M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.43M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$6.28M |
| 5 |
MRO
Marathon Oil Corporation
MRO
|
+$5.82M |
Sector Composition
| 1 | Technology | 18.35% |
| 2 | Healthcare | 14.6% |
| 3 | Consumer Discretionary | 13.63% |
| 4 | Financials | 12.38% |
| 5 | Industrials | 9.85% |
