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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$11.4M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.87M
5
CROX icon
Crocs
CROX
+$6.65M

Top Sells

1
+$21.1M
2
+$15.2M
3
+$13M
4
BX icon
Blackstone
BX
+$12.5M
5
CBRE icon
CBRE Group
CBRE
+$9.94M

Sector Composition

1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$338K 0.01%
4,460
327
$336K 0.01%
6,196
-726
328
$329K ﹤0.01%
4,561
329
$328K ﹤0.01%
4,663
330
$328K ﹤0.01%
2,142
331
$326K ﹤0.01%
3,653
332
$325K ﹤0.01%
4,360
333
$320K ﹤0.01%
659
334
$319K ﹤0.01%
3,450
335
$318K ﹤0.01%
2,407
336
$314K ﹤0.01%
24,394
+4,553
337
$313K ﹤0.01%
3,429
338
$312K ﹤0.01%
10,693
339
$311K ﹤0.01%
2,885
340
$307K ﹤0.01%
3,652
+1
341
$301K ﹤0.01%
+5,197
342
$301K ﹤0.01%
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343
$299K ﹤0.01%
13,031
344
$291K ﹤0.01%
7,260
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345
$285K ﹤0.01%
4,000
346
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3,122
-103
347
$279K ﹤0.01%
943
348
$275K ﹤0.01%
2,739
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349
$272K ﹤0.01%
1,805
-75
350
$271K ﹤0.01%
736
12 13
14
15 16