EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
This Quarter Return
-14.1%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$4.74B
AUM Growth
+$4.74B
(-16%)
Cap. Flow
+$55.7M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
35.23%
Holding
438
New
7
Increased
57
Reduced
178
Closed
46
Top Buys
| 1 |
Amazon
AMZN
|
$121M |
| 2 |
Generac Holdings
GNRC
|
$44.2M |
| 3 |
NVIDIA
NVDA
|
$32.9M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$3.82M |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$2.56M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$13.1M |
| 2 |
UnitedHealth
UNH
|
$11.9M |
| 3 |
Thermo Fisher Scientific
TMO
|
$10.6M |
| 4 |
Idexx Laboratories
IDXX
|
$8.68M |
| 5 |
Apple
AAPL
|
$8.07M |
Sector Composition
| 1 | Technology | 23.84% |
| 2 | Financials | 15.88% |
| 3 | Consumer Discretionary | 14.73% |
| 4 | Healthcare | 12.62% |
| 5 | Communication Services | 5.88% |
