EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.4M
3
+$10.2M
4
GILD icon
Gilead Sciences
GILD
+$8.3M
5
CBRE icon
CBRE Group
CBRE
+$7.6M

Top Sells

1
+$25.7M
2
+$13.8M
3
+$8.61M
4
AAPL icon
Apple
AAPL
+$5.36M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.12M

Sector Composition

1 Technology 17%
2 Healthcare 12.41%
3 Financials 11.93%
4 Consumer Discretionary 10.41%
5 Energy 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$657K 0.04%
30,350
-111,800
227
$655K 0.04%
3,300
-75
228
$649K 0.04%
9,800
-200
229
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6,550
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230
$645K 0.04%
7,427
231
$643K 0.04%
11,158
232
$640K 0.04%
15,239
-6,350
233
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14,841
-2,492
234
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235
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15,235
236
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237
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8,475
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238
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239
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4,778
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240
$594K 0.03%
21,000
241
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42,038
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242
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244
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245
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36,025
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246
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247
$554K 0.03%
22,602
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248
$553K 0.03%
15,400
249
$552K 0.03%
12,525
250
$549K 0.03%
9,435
-3,853
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10
11 12