EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
This Quarter Return
+2.09%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$1.77B
AUM Growth
Cap. Flow
+$1.77B
Cap. Flow %
100%
Top 10 Hldgs %
20.4%
Holding
805
New
805
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ADM icon
726
Archer Daniels Midland
ADM
$30.1B
$9K ﹤0.01% +258 New +$9K
JOE icon
727
St. Joe Company
JOE
$2.92B
$9K ﹤0.01% +450 New +$9K
MD icon
728
Pediatrix Medical
MD
$1.5B
$9K ﹤0.01% +98 New +$9K
PHK
729
PIMCO High Income Fund
PHK
$851M
$9K ﹤0.01% +800 New +$9K
STZ icon
730
Constellation Brands
STZ
$28.5B
$9K ﹤0.01% +165 New +$9K
ASH icon
731
Ashland
ASH
$2.57B
$8K ﹤0.01% +94 New +$8K
ESE icon
732
ESCO Technologies
ESE
$5.19B
$8K ﹤0.01% +250 New +$8K
FSLR icon
733
First Solar
FSLR
$20.9B
$8K ﹤0.01% +166 New +$8K
IDU icon
734
iShares US Utilities ETF
IDU
$1.65B
$8K ﹤0.01% +80 New +$8K
ITRI icon
735
Itron
ITRI
$5.62B
$8K ﹤0.01% +200 New +$8K
LH icon
736
Labcorp
LH
$23.1B
$8K ﹤0.01% +75 New +$8K
MATX icon
737
Matsons
MATX
$3.31B
$8K ﹤0.01% +320 New +$8K
ERF
738
DELISTED
Enerplus Corporation
ERF
$8K ﹤0.01% +515 New +$8K
PWE
739
DELISTED
Penn West Energy Petroleum Ltd
PWE
$8K ﹤0.01% +800 New +$8K
TEG
740
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$8K ﹤0.01% +136 New +$8K
PDLI
741
DELISTED
PDL BioPharma, Inc.
PDLI
$8K ﹤0.01% +1,081 New +$8K
C icon
742
Citigroup
C
$178B
$7K ﹤0.01% +147 New +$7K
CODI icon
743
Compass Diversified
CODI
$564M
$7K ﹤0.01% +400 New +$7K
EW icon
744
Edwards Lifesciences
EW
$47.8B
$7K ﹤0.01% +100 New +$7K
NYT icon
745
New York Times
NYT
$9.74B
$7K ﹤0.01% +680 New +$7K
OIS icon
746
Oil States International
OIS
$339M
$7K ﹤0.01% +75 New +$7K
STLD icon
747
Steel Dynamics
STLD
$19.3B
$7K ﹤0.01% +412 New +$7K
VUG icon
748
Vanguard Growth ETF
VUG
$185B
$7K ﹤0.01% +93 New +$7K
MDP
749
DELISTED
Meredith Corporation
MDP
$7K ﹤0.01% +155 New +$7K
POT
750
DELISTED
Potash Corp Of Saskatchewan
POT
$7K ﹤0.01% +190 New +$7K