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
KIM icon
1001
Kimco Realty
KIM
$15.2B
-160 Closed -$3K
KT icon
1002
KT
KT
$9.76B
-270 Closed -$5K
LPL icon
1003
LG Display
LPL
$4.41B
-307 Closed -$4K
LULU icon
1004
lululemon athletica
LULU
$24.2B
-40 Closed -$2K
MAS icon
1005
Masco
MAS
$15.4B
-200 Closed -$4K
MELI icon
1006
Mercado Libre
MELI
$125B
-6,550 Closed -$884K
MEOH icon
1007
Methanex
MEOH
$2.75B
-65 Closed -$4K
MFC icon
1008
Manulife Financial
MFC
$52.2B
-300 Closed -$5K
MFG icon
1009
Mizuho Financial
MFG
$82.2B
-1,018 Closed -$4K
MGA icon
1010
Magna International
MGA
$12.9B
-60 Closed -$5K
MT icon
1011
ArcelorMittal
MT
$25.4B
-264 Closed -$4K
MUFG icon
1012
Mitsubishi UFJ Financial
MUFG
$174B
-1,785 Closed -$11K
MUR icon
1013
Murphy Oil
MUR
$3.55B
-68 Closed -$4K
MUSA icon
1014
Murphy USA
MUSA
$7.26B
-17 Closed -$1K
NBR icon
1015
Nabors Industries
NBR
$543M
-66 Closed -$1K
NEM icon
1016
Newmont
NEM
$81.7B
-2,460 Closed -$69K
NEU icon
1017
NewMarket
NEU
$7.77B
-3,560 Closed -$1.03M
NMR icon
1018
Nomura Holdings
NMR
$21.1B
-612 Closed -$5K
NOW icon
1019
ServiceNow
NOW
$190B
-28,650 Closed -$1.49M
NRT
1020
North European Oil Royalty Trust
NRT
$49.2M
-2,900 Closed -$63K
NTAP icon
1021
NetApp
NTAP
$22.6B
-55 Closed -$2K
ODP icon
1022
ODP
ODP
$610M
-20,000 Closed -$97K
OGE icon
1023
OGE Energy
OGE
$8.99B
-124 Closed -$4K
OHI icon
1024
Omega Healthcare
OHI
$12.6B
-92 Closed -$2K
OKE icon
1025
Oneok
OKE
$48.1B
-79 Closed -$4K