EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+2.28%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.18B
AUM Growth
+$172M
(+8.6%)
Cap. Flow
+$150M
Cap. Flow
% of AUM
6.9%
Top 10 Holdings %
Top 10 Hldgs %
21.78%
Holding
1,097
New
215
Increased
261
Reduced
214
Closed
83
Top Buys
| 1 |
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
|
+$32.2M |
| 2 |
East-West Bancorp
EWBC
|
+$22.2M |
| 3 |
Core Laboratories
CLB
|
+$13.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.85M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$8.63M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
+$16.3M |
| 2 |
Qualcomm
QCOM
|
+$14.9M |
| 3 |
NXP Semiconductors
NXPI
|
+$8.04M |
| 4 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
+$7.13M |
| 5 |
American Express
AXP
|
+$6.81M |
Sector Composition
| 1 | Technology | 16.54% |
| 2 | Healthcare | 13.57% |
| 3 | Consumer Discretionary | 13.47% |
| 4 | Financials | 11.87% |
| 5 | Industrials | 8.7% |
