EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+5%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.42B
AUM Growth
+$148M
(+6.5%)
Cap. Flow
+$50.2M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
24.52%
Holding
1,102
New
72
Increased
206
Reduced
245
Closed
73
Top Buys
| 1 |
Synchrony
SYF
|
$26.4M |
| 2 |
iShares Gold Trust
IAU
|
$21.2M |
| 3 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$12.6M |
| 4 |
Amazon
AMZN
|
$9.63M |
| 5 |
Jabil
JBL
|
$4.73M |
Top Sells
| 1 |
Western Digital
WDC
|
$23.5M |
| 2 |
Polaris
PII
|
$13.8M |
| 3 |
Apollo Global Management
APO
|
$7.16M |
| 4 |
NXP Semiconductors
NXPI
|
$4.92M |
| 5 |
EMC
EMC CORPORATION
EMC
|
$4.39M |
Sector Composition
| 1 | Technology | 16.6% |
| 2 | Healthcare | 14.81% |
| 3 | Consumer Discretionary | 14.21% |
| 4 | Financials | 13.62% |
| 5 | Industrials | 5.98% |
