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 | |
|---|---|---|---|---|---|---|---|
| $1.24M | 0.02% | 22,896 | – | – | |||
| $1.19M | 0.02% | 26,177 -1,716 | -6% | -$77.8K | |||
| $1.17M | 0.02% | 1,440 +9 | +0.6% | +$7.34K | |||
| $1.16M | 0.02% | 5,772 | – | – | |||
| $1.16M | 0.02% | 6,304 | – | – | |||
| $1.15M | 0.02% | 37,058 +100 | +0.3% | +$3.1K | |||
| $1.14M | 0.02% | 12,416 -28 | -0.2% | -$2.58K | |||
| $1.09M | 0.02% | 24,579 -249 | -1% | -$11K | |||
| $1.06M | 0.02% | 10,534 -117 | -1% | -$11.8K | |||
| $1.06M | 0.02% | 17,782 | – | – | |||
| $1.05M | 0.02% | 24,984 -1,654 | -6% | -$69.8K | |||
| $1.03M | 0.02% | 776 -130 | -14% | -$172K | |||
| $1.02M | 0.02% | 2,101 +278 | +15% | +$135K | |||
| $1.01M | 0.02% | 4,807 -333 | -6% | -$69.7K | |||
| $984K | 0.02% | 6,123 | – | – | |||
| $978K | 0.02% | 2,128 -406 | -16% | -$187K | |||
| $974K | 0.02% | 2,076 -162 | -7% | -$76K | |||
| $955K | 0.02% | 45,438 | – | – | |||
| $952K | 0.02% | 1,196 -36 | -3% | -$28.7K | |||
| $929K | 0.01% | 37,120 | – | – | |||
| $896K | 0.01% | 3,298 -516 | -14% | -$140K | |||
| $889K | 0.01% | 8,041 +1 | +0% | +$111 | |||
| $889K | 0.01% | 3,262 -1,925 | -37% | -$525K | |||
| $885K | 0.01% | 2,899 +30 | +1% | +$9.16K | |||
| $871K | 0.01% | 1,373 +71 | +5% | +$45K |
