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
326
$343K 0.01%
6,820
327
$337K 0.01%
2,728
328
$333K 0.01%
6,919
329
$330K 0.01%
1,956
330
$329K 0.01%
209
331
$328K 0.01%
10,182
332
$327K 0.01%
4,561
-1,257
333
$325K 0.01%
14,000
334
$321K 0.01%
2,985
335
$306K ﹤0.01%
1,915
336
$302K ﹤0.01%
+4,161
337
$302K ﹤0.01%
4,072
338
$298K ﹤0.01%
736
339
$297K ﹤0.01%
4,000
340
$292K ﹤0.01%
5,101
341
$288K ﹤0.01%
2,267
342
$288K ﹤0.01%
1,370
343
$285K ﹤0.01%
2,705
-55
344
$282K ﹤0.01%
4,360
345
$280K ﹤0.01%
4,460
346
$278K ﹤0.01%
1,513
-3
347
$278K ﹤0.01%
2,207
-42
348
$276K ﹤0.01%
2,987
-414
349
$275K ﹤0.01%
5,612
350
$274K ﹤0.01%
10,584
12 13
14
15 16