EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+3.42%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.41B
AUM Growth
-$11.5M
(-0.47%)
Cap. Flow
-$68.3M
Cap. Flow
% of AUM
-2.84%
Top 10 Holdings %
Top 10 Hldgs %
25.14%
Holding
1,148
New
117
Increased
239
Reduced
345
Closed
126
Top Buys
| 1 |
Blackrock
BLK
|
+$24.5M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$8.88M |
| 3 |
Amazon
AMZN
|
+$8.82M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$7.01M |
| 5 |
Synchrony
SYF
|
+$5.15M |
Top Sells
| 1 |
McKesson
MCK
|
+$16.7M |
| 2 |
iShares Gold Trust
IAU
|
+$15.4M |
| 3 |
AGN
Allergan plc
AGN
|
+$14.9M |
| 4 |
Apollo Global Management
APO
|
+$14.5M |
| 5 |
AutoNation
AN
|
+$10.2M |
Sector Composition
| 1 | Technology | 16.49% |
| 2 | Financials | 15.5% |
| 3 | Consumer Discretionary | 14.4% |
| 4 | Healthcare | 13.11% |
| 5 | Real Estate | 6.25% |
