EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
This Quarter Return
+10.37%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$1.82B
AUM Growth
+$1.82B
Cap. Flow
-$84.9M
Cap. Flow %
-4.66%
Top 10 Hldgs %
20.08%
Holding
1,070
New
59
Increased
199
Reduced
309
Closed
219

Sector Composition

1 Technology 16.8%
2 Financials 12.71%
3 Healthcare 10.82%
4 Consumer Discretionary 10.72%
5 Energy 10.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EC icon
951
Ecopetrol
EC
$19.3B
-211 Closed -$10K
EQNR icon
952
Equinor
EQNR
$62.1B
-389 Closed -$9K
EQR icon
953
Equity Residential
EQR
$25.3B
-102 Closed -$5K
ERIC icon
954
Ericsson
ERIC
$26.2B
-477 Closed -$7K
ESS icon
955
Essex Property Trust
ESS
$17.4B
-26 Closed -$4K
ETR icon
956
Entergy
ETR
$39.3B
-57 Closed -$4K
EWM icon
957
iShares MSCI Malaysia ETF
EWM
$239M
-400 Closed -$6K
EWZ icon
958
iShares MSCI Brazil ETF
EWZ
$5.49B
-3,068 Closed -$146K
EXC icon
959
Exelon
EXC
$44.1B
-9,235 Closed -$274K
FAF icon
960
First American
FAF
$6.72B
-124 Closed -$3K
FAST icon
961
Fastenal
FAST
$57B
-52 Closed -$3K
FCEL icon
962
FuelCell Energy
FCEL
$95.7M
$0 ﹤0.01% 20
FI icon
963
Fiserv
FI
$75.1B
-51 Closed -$5K
FICO icon
964
Fair Isaac
FICO
$36.5B
-56 Closed -$4K
FITB icon
965
Fifth Third Bancorp
FITB
$30.3B
-240 Closed -$4K
FLR icon
966
Fluor
FLR
$6.63B
-125 Closed -$9K
FLS icon
967
Flowserve
FLS
$7.02B
-26,000 Closed -$1.62M
FMS icon
968
Fresenius Medical Care
FMS
$15.1B
-62 Closed -$2K
FNF icon
969
Fidelity National Financial
FNF
$16.3B
-10,995 Closed -$292K
FSP
970
Franklin Street Properties
FSP
$172M
-209 Closed -$2K
G icon
971
Genpact
G
$7.9B
-194 Closed -$4K
GDX icon
972
VanEck Gold Miners ETF
GDX
$18.6B
-1,370 Closed -$35K
GEN icon
973
Gen Digital
GEN
$18.6B
-216 Closed -$5K
GGB icon
974
Gerdau
GGB
$6.15B
-819 Closed -$6K
GIB icon
975
CGI
GIB
$21.7B
-117 Closed -$4K