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
OLN icon
1026
Olin
OLN
$2.71B
– – -115 Closed -$2K
PAAS icon
1027
Pan American Silver
PAAS
$12.3B
– – -252 Closed -$3K
PDM
1028
Piedmont Realty Trust, Inc.
PDM
$1.05B
– – -329 Closed -$6K
PFG icon
1029
Principal Financial Group
PFG
$17.9B
– – -103 Closed -$4K
PHI icon
1030
PLDT
PHI
$4.42B
– – -59 Closed -$4K
PHM icon
1031
Pultegroup
PHM
$26B
– – -132 Closed -$2K
PKX icon
1032
POSCO
PKX
$15.6B
– – -109 Closed -$8K
PPL icon
1033
PPL Corp
PPL
$27B
– – -185 Closed -$6K
PRGO icon
1034
Perrigo
PRGO
$3.27B
– – -1,650 Closed -$202K
RDY icon
1035
Dr. Reddy's Laboratories
RDY
$11.8B
– – -129 Closed -$5K
RF icon
1036
Regions Financial
RF
$24.4B
– – -180 Closed -$2K
RGLD icon
1037
Royal Gold
RGLD
$11.8B
– – -51 Closed -$2K
RRC icon
1038
Range Resources
RRC
$8.16B
– – -63 Closed -$4K
RY icon
1039
Royal Bank of Canada
RY
$205B
– – -251 Closed -$16K
SAN icon
1040
Banco Santander
SAN
$142B
– – -929 Closed -$8K
SHG icon
1041
Shinhan Financial Group
SHG
$22.9B
– – -207 Closed -$8K
SID icon
1042
Companhia SiderΓΊrgica Nacional
SID
$1.92B
– – -1,980 Closed -$8K
SKM icon
1043
SK Telecom
SKM
$8.27B
– – -228 Closed -$5K
SLF icon
1044
Sun Life Financial
SLF
$32.8B
– – -134 Closed -$4K
SLG icon
1045
SL Green Realty
SLG
$4.04B
– – -45 Closed -$4K
SMFG icon
1046
Sumitomo Mitsui Financial
SMFG
$105B
– – -1,247 Closed -$12K
SNN icon
1047
Smith & Nephew
SNN
$16.3B
– – -70 Closed -$4K
SNPS icon
1048
Synopsys
SNPS
$112B
– – -57 Closed -$2K
SONY icon
1049
Sony
SONY
$165B
– – -195 Closed -$4K
SSL icon
1050
Sasol
SSL
$4.29B
– – -123 Closed -$6K