EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
251
$542K 0.03%
3,210
+1,225
252
$542K 0.03%
7,761
+1,148
253
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7,057
-7,808
254
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25
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255
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20,514
-1,342
256
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8,149
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257
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258
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6,842
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259
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260
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261
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262
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263
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264
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8,286
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266
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268
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269
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270
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19,275
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271
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4,200
272
$443K 0.02%
22,062
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273
$439K 0.02%
25,895
274
$433K 0.02%
25,197
-16,594
275
$432K 0.02%
8,051
9 10
11
12 13