EWM
Evercore Wealth Management Portfolio holdings
AUM $6.21B
AUM
$6.21B
AUM Growth
-$467M (-7%)
Cap. Flow
-$199M
Cap. Flow % of AUM
-3.2%
Top 10 Holdings %Top 10 Hldgs %
37.49%
Holding
433
New
16
Increased
38
Reduced
231
Closed
22
Top Buys
| 1 | $72M | |
| 2 | $61.4M | |
| 3 | $40.8M | |
| 4 | $14.4M | |
| 5 | $11.5M |
Top Sells
| 1 | $83.6M | |
| 2 | $69.9M | |
| 3 | $31.9M | |
| 4 | $23.4M | |
| 5 | $20.9M |
Sector Composition
| 1 | Technology | 25.94% |
| 2 | Financials | 20.41% |
| 3 | Consumer Discretionary | 14.63% |
| 4 | Healthcare | 7.82% |
| 5 | Energy | 4.87% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.43M | 0.07% | 38,300 -250 | -0.7% | -$28.9K | |||
| $4.4M | 0.07% | 39,985 -4,962 | -11% | -$546K | |||
| $4.18M | 0.07% | 4,482 -13 | -0.3% | -$12.1K | |||
| $4.17M | 0.07% | 37,481 -1,693 | -4% | -$188K | |||
| $4.09M | 0.07% | 37,226 -24,891 | -40% | -$2.74M | |||
| $4.09M | 0.07% | 41,469 -1,696 | -4% | -$167K | |||
| $4.07M | 0.07% | 61,980 -529 | -0.9% | -$34.7K | |||
| $4.05M | 0.07% | 2,827 | – | – | |||
| $4.02M | 0.06% | 63,278 -22,301 | -26% | -$1.42M | |||
| $4.01M | 0.06% | 10,802 | – | – | |||
| $3.97M | 0.06% | 6,882 -344 | -5% | -$198K | |||
| $3.94M | 0.06% | 24,797 -146 | -0.6% | -$23.2K | |||
| $3.91M | 0.06% | 35,635 -831 | -2% | -$91.1K | |||
| $3.83M | 0.06% | 36,625 -1,221 | -3% | -$128K | |||
| $3.82M | 0.06% | 18,055 -1,231 | -6% | -$261K | |||
| $3.79M | 0.06% | 61,210 -21,725 | -26% | -$1.34M | |||
| $3.78M | 0.06% | 33,500 -8,000 | -19% | -$902K | |||
| $3.75M | 0.06% | 14,607 | – | – | |||
| $3.72M | 0.06% | 13,827 -204 | -1% | -$54.9K | |||
| $3.71M | 0.06% | 14,356 -375 | -3% | -$97K | |||
| $3.59M | 0.06% | 72,036 -1,000 | -1% | -$49.8K | |||
| $3.4M | 0.05% | 134,003 -9,733 | -7% | -$247K | |||
| $3.36M | 0.05% | 52,985 -350 | -0.7% | -$22.2K | |||
| $3.35M | 0.05% | 21,804 -495 | -2% | -$76K | |||
| $3.31M | 0.05% | 33,750 -453 | -1% | -$44.4K |
