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
351
$273K ﹤0.01%
4,140
-2,250
352
$264K ﹤0.01%
+3,225
353
$263K ﹤0.01%
6,922
354
$262K ﹤0.01%
7,685
+477
355
$262K ﹤0.01%
5,230
356
$260K ﹤0.01%
4,150
357
$259K ﹤0.01%
825
358
$258K ﹤0.01%
1,993
+216
359
$258K ﹤0.01%
1,038
360
$257K ﹤0.01%
1,880
361
$256K ﹤0.01%
3,600
-54
362
$254K ﹤0.01%
1,432
363
$248K ﹤0.01%
195,000
364
$247K ﹤0.01%
23,480
365
$243K ﹤0.01%
2,489
366
$240K ﹤0.01%
5,969
367
$237K ﹤0.01%
35,849
+25,000
368
$237K ﹤0.01%
4,693
-546
369
$236K ﹤0.01%
888
370
$234K ﹤0.01%
4,830
371
$234K ﹤0.01%
3,913
372
$233K ﹤0.01%
943
-115
373
$233K ﹤0.01%
4,321
-390
374
$232K ﹤0.01%
3,490
-12
375
$230K ﹤0.01%
2,906
-194
13 14
15
16 17