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 | |
|---|---|---|---|---|---|---|---|
| $1.57M | 0.03% | 69,010 -11,700 | -15% | -$266K | |||
| $1.57M | 0.03% | 2,578 -175 | -6% | -$106K | |||
| $1.56M | 0.03% | 12,624 | – | – | |||
| $1.55M | 0.02% | 13,512 | – | – | |||
| $1.54M | 0.02% | 29,462 | – | – | |||
| $1.54M | 0.02% | 35,624 | – | – | |||
| $1.51M | 0.02% | 53,090 | – | – | |||
| $1.48M | 0.02% | 12,251 -225 | -2% | -$27.2K | |||
| $1.46M | 0.02% | 16,001 | – | – | |||
| $1.43M | 0.02% | 8,132 -400 | -5% | -$70.3K | |||
| $1.41M | 0.02% | 5,362 | – | – | |||
| $1.41M | 0.02% | 13,485 -570 | -4% | -$59.5K | |||
| $1.4M | 0.02% | 9,058 -20 | -0.2% | -$3.09K | |||
| $1.4M | 0.02% | 19,882 +12,887 | +184% | +$905K | |||
| $1.38M | 0.02% | 13,154 -466 | -3% | -$48.9K | |||
| $1.36M | 0.02% | 11,732 -5 | -0% | -$580 | |||
| $1.36M | 0.02% | 7,563 -400 | -5% | -$71.7K | |||
| $1.35M | 0.02% | 4,252 +60 | +1% | +$19.1K | |||
| $1.33M | 0.02% | 9,345 +10 | +0.1% | +$1.42K | |||
| $1.33M | 0.02% | 35,020 | – | – | |||
| $1.32M | 0.02% | 21,655 -7,553 | -26% | -$461K | |||
| $1.31M | 0.02% | 35,633 -6,266 | -15% | -$231K | |||
| $1.29M | 0.02% | 7,333 | – | – | |||
| $1.28M | 0.02% | 13,709 | – | – | |||
| $1.25M | 0.02% | 906 | – | – |
