EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+8.47%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.69B
AUM Growth
+$122M
(+4.7%)
Cap. Flow
-$74.6M
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
27.18%
Holding
951
New
38
Increased
64
Reduced
290
Closed
33
Top Buys
| 1 |
DYNT
Dynatronics Corp
DYNT
|
+$3.63M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
+$3.13M |
| 3 |
Dorman Products
DORM
|
+$3.05M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$2.13M |
| 5 |
Core Laboratories
CLB
|
+$1.98M |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
+$11.4M |
| 2 |
AGN
Allergan plc
AGN
|
+$8.43M |
| 3 |
Schlumberger
SLB
|
+$8.07M |
| 4 |
AutoZone
AZO
|
+$4.24M |
| 5 |
Celanese
CE
|
+$4.2M |
Sector Composition
| 1 | Technology | 18.5% |
| 2 | Financials | 16.35% |
| 3 | Consumer Discretionary | 13.85% |
| 4 | Healthcare | 11.27% |
| 5 | Industrials | 7.29% |
