EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+0.35%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.26B
AUM Growth
+$109M
(+5.1%)
Cap. Flow
+$122M
Cap. Flow
% of AUM
5.41%
Top 10 Holdings %
Top 10 Hldgs %
25.58%
Holding
1,068
New
53
Increased
192
Reduced
272
Closed
116
Top Buys
| 1 |
Chubb
CB
|
+$51.2M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$35.1M |
| 3 |
Blackstone
BX
|
+$15.2M |
| 4 |
LendingClub
LC
|
+$13.9M |
| 5 |
AutoZone
AZO
|
+$12.3M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
+$44.6M |
| 2 |
Walt Disney
DIS
|
+$18.4M |
| 3 |
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
|
+$14.6M |
| 4 |
American Express
AXP
|
+$13.3M |
| 5 |
Las Vegas Sands
LVS
|
+$11.9M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Consumer Discretionary | 15.99% |
| 3 | Healthcare | 14.66% |
| 4 | Financials | 13.27% |
| 5 | Communication Services | 6.08% |
