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
326
$295K 0.02%
5,837
-100
327
$292K 0.02%
7,636
328
$290K 0.02%
8,850
+6,800
329
$286K 0.02%
11,000
330
$285K 0.02%
6,592
-672
331
$282K 0.02%
4,000
332
$281K 0.02%
20,250
+14,400
333
$278K 0.02%
1,667
334
$277K 0.02%
7,076
-3,405
335
$273K 0.02%
10,895
+10,046
336
$269K 0.02%
1,974
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337
$267K 0.02%
7,582
338
$262K 0.01%
5,517
-1,350
339
$261K 0.01%
2,861
+2,388
340
$257K 0.01%
3,675
-4,300
341
$256K 0.01%
4,512
+1,120
342
$256K 0.01%
4,725
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343
$253K 0.01%
4,775
-3,000
344
$249K 0.01%
4,344
-1,554
345
$248K 0.01%
+1,605
346
$245K 0.01%
15,018
347
$244K 0.01%
4,044
348
$241K 0.01%
8,065
349
$237K 0.01%
5,338
+47
350
$234K 0.01%
9,238
+3,645
12 13
14
15 16