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 | |
|---|---|---|---|---|---|---|---|
| $2.11M | 0.03% | 13,439 -500 | -4% | -$78.7K | |||
| $2.07M | 0.03% | 30,566 -861 | -3% | -$58.4K | |||
| $2.03M | 0.03% | 71,006 -1,112,542 | -94% | -$31.9M | |||
| $1.98M | 0.03% | 8,095 -1 | -0% | -$244 | |||
| $1.96M | 0.03% | 41,446 | – | – | |||
| $1.96M | 0.03% | 26,454 +12 | +0.1% | +$888 | |||
| $1.95M | 0.03% | 4,372 -3 | -0.1% | -$1.34K | |||
| $1.95M | 0.03% | 13,295 -475 | -3% | -$69.8K | |||
| $1.95M | 0.03% | 14,488 | – | – | |||
| $1.86M | 0.03% | 22,771 -1,095 | -5% | -$89.4K | |||
| $1.84M | 0.03% | 12,377 -2,000 | -14% | -$297K | |||
| $1.81M | 0.03% | 21,103 | – | – | |||
| $1.72M | 0.03% | 3,175 | – | – | |||
| $1.71M | 0.03% | 13,008 -1,727 | -12% | -$227K | |||
| $1.71M | 0.03% | 7,168 | – | – | |||
| $1.68M | 0.03% | 14,950 | – | – | |||
| $1.67M | 0.03% | 3,279 -325 | -9% | -$165K | |||
| $1.66M | 0.03% | 9,708 +60 | +0.6% | +$10.2K | |||
| $1.65M | 0.03% | 21,845 -8,234 | -27% | -$623K | |||
| $1.65M | 0.03% | 4,786 -101 | -2% | -$34.9K | |||
| $1.63M | 0.03% | 21,760 | – | – | |||
| $1.63M | 0.03% | 7,040 -65 | -0.9% | -$15K | |||
| $1.62M | 0.03% | 6,000 -20 | -0.3% | -$5.42K | |||
| $1.61M | 0.03% | 8,493 -76 | -0.9% | -$14.4K | |||
| $1.59M | 0.03% | 13,094 -245 | -2% | -$29.7K |
