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
$6.35B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.01M
3
+$2.56M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.09M
5
EOG icon
EOG Resources
EOG
+$2.08M

Top Sells

1
+$8.19M
2
+$6.64M
3
+$6.58M
4
AAPL icon
Apple
AAPL
+$5.64M
5
BX icon
Blackstone
BX
+$3.45M

Sector Composition

1 Technology 26.2%
2 Financials 16.62%
3 Consumer Discretionary 15.24%
4 Healthcare 9.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$863K 0.01%
45,438
227
$854K 0.01%
9,552
228
$832K 0.01%
2,226
229
$827K 0.01%
4,765
-300
230
$820K 0.01%
10,646
-17
231
$819K 0.01%
2,478
-36
232
$811K 0.01%
3,696
233
$809K 0.01%
10,055
-1,250
234
$806K 0.01%
7,105
-500
235
$797K 0.01%
1,816
-3
236
$780K 0.01%
197
237
$776K 0.01%
3,613
-4
238
$755K 0.01%
19,904
239
$748K 0.01%
1,912
240
$731K 0.01%
10,298
241
$727K 0.01%
2,426
+150
242
$707K 0.01%
10,589
243
$701K 0.01%
+2,500
244
$695K 0.01%
9,395
245
$694K 0.01%
33,279
246
$687K 0.01%
3,093
-6
247
$673K 0.01%
17,327
-60
248
$665K 0.01%
906
249
$658K 0.01%
4,672
-22
250
$658K 0.01%
1,001
-78
8 9
10
11 12