EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+0.48%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2B
AUM Growth
+$56.6M
(+2.9%)
Cap. Flow
+$60.1M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
19.68%
Holding
1,047
New
32
Increased
211
Reduced
211
Closed
102
Top Buys
| 1 |
Ralph Lauren
RL
|
+$12.4M |
| 2 |
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
|
+$10.4M |
| 3 |
Johnson & Johnson
JNJ
|
+$5.31M |
| 4 |
Fastenal
FAST
|
+$5.15M |
| 5 |
AutoZone
AZO
|
+$3.09M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
+$4.26M |
| 2 |
General Mills
GIS
|
+$2.13M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
+$1.7M |
| 4 |
Qualcomm
QCOM
|
+$1.68M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.42M |
Sector Composition
| 1 | Technology | 17.35% |
| 2 | Healthcare | 14% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Financials | 11.38% |
| 5 | Energy | 9.69% |
