EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+6.74%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.55B
AUM Growth
+$142M
(+5.9%)
Cap. Flow
+$2.86M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
1,085
New
63
Increased
177
Reduced
391
Closed
90
Top Buys
| 1 |
Lamb Weston
LW
|
+$31.5M |
| 2 |
Adobe
ADBE
|
+$25.2M |
| 3 |
AGN
Allergan plc
AGN
|
+$8.62M |
| 4 |
Blackrock
BLK
|
+$8.34M |
| 5 |
Synchrony
SYF
|
+$4.97M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$20.5M |
| 2 |
General Mills
GIS
|
+$10.9M |
| 3 |
UnitedHealth
UNH
|
+$10.8M |
| 4 |
ANSS
Ansys
ANSS
|
+$5.44M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$3.43M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Financials | 15.49% |
| 3 | Consumer Discretionary | 14.32% |
| 4 | Healthcare | 11.93% |
| 5 | Real Estate | 6.61% |
