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
351
$232K 0.01%
1,884
+1,729
352
$230K 0.01%
3,668
+173
353
$226K 0.01%
753
+455
354
$226K 0.01%
4,000
355
$224K 0.01%
3,995
-1,914
356
$224K 0.01%
5,300
+4,300
357
$223K 0.01%
3,746
-124
358
$223K 0.01%
4,202
-300
359
$223K 0.01%
11,391
+5,695
360
$222K 0.01%
1,983
+133
361
$222K 0.01%
+5,000
362
$220K 0.01%
4,000
363
$219K 0.01%
4,483
-104,740
364
$219K 0.01%
5,290
+583
365
$219K 0.01%
3,500
366
$217K 0.01%
2,350
-47,900
367
$214K 0.01%
5,159
368
$213K 0.01%
10,231
-2,230
369
$208K 0.01%
14,500
370
$207K 0.01%
7,350
-6,750
371
$207K 0.01%
8,207
-2,100
372
$205K 0.01%
3,588
-282
373
$203K 0.01%
3,805
+650
374
$203K 0.01%
2,330
375
$201K 0.01%
+6,345
13 14
15
16 17