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
276
$430K 0.02%
7,652
-9,472
277
$429K 0.02%
714
-9
278
$421K 0.02%
7,000
-240
279
$419K 0.02%
3,148
-1,172
280
$418K 0.02%
8,275
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281
$415K 0.02%
21,615
282
$413K 0.02%
3,608
283
$409K 0.02%
2,490
284
$404K 0.02%
5,002
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285
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-200
286
$399K 0.02%
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287
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288
$393K 0.02%
2,129
289
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290
$388K 0.02%
3,976
291
$381K 0.02%
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292
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293
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294
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295
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296
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297
$374K 0.02%
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298
$366K 0.02%
307
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299
$361K 0.02%
10,900
-8,856
300
$357K 0.02%
36,627
+7,389
10 11
12
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