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
301
$357K 0.02%
7,240
302
$354K 0.02%
4,800
303
$352K 0.02%
3,579
+1,863
304
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10,263
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305
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306
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2,837
307
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13,250
308
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-300
309
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9,552
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310
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3,208
-1,548
311
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312
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313
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314
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13,011
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315
$321K 0.02%
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-50
316
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6,521
317
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318
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319
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2,605
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320
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2,200
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321
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6,000
322
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3,465
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323
$300K 0.02%
500
324
$299K 0.02%
5,078
+375
325
$297K 0.02%
1,173
+253
11 12
13
14 15