EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+7.98%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$1.75B
AUM Growth
-$21.2M
(-1.2%)
Cap. Flow
-$140M
Cap. Flow
% of AUM
-8%
Top 10 Holdings %
Top 10 Hldgs %
18.21%
Holding
1,038
New
233
Increased
240
Reduced
259
Closed
27
Top Buys
| 1 |
AMC Networks
AMCX
|
+$14.3M |
| 2 |
AutoNation
AN
|
+$7.88M |
| 3 |
3D Systems Corporation
DDD
|
+$1.77M |
| 4 |
Roper Technologies
ROP
|
+$1.74M |
| 5 |
Accenture
ACN
|
+$1.51M |
Top Sells
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$40.6M |
| 2 |
Exxon Mobil
XOM
|
+$9.78M |
| 3 |
Oracle
ORCL
|
+$5.27M |
| 4 |
Apple
AAPL
|
+$4.9M |
| 5 |
Xylem
XYL
|
+$4.88M |
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Consumer Discretionary | 11.77% |
| 3 | Healthcare | 11.65% |
| 4 | Financials | 11.36% |
| 5 | Energy | 10.62% |
