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
351
$270K ﹤0.01%
3,972
352
$270K ﹤0.01%
+4,129
353
$269K ﹤0.01%
2,516
354
$267K ﹤0.01%
1,038
355
$263K ﹤0.01%
5,811
356
$262K ﹤0.01%
9,050
357
$262K ﹤0.01%
2,955
358
$262K ﹤0.01%
9,500
359
$261K ﹤0.01%
3,306
+2
360
$261K ﹤0.01%
12,399
-77
361
$260K ﹤0.01%
+2,516
362
$258K ﹤0.01%
5,969
363
$256K ﹤0.01%
1,143
364
$254K ﹤0.01%
23,480
365
$252K ﹤0.01%
5,230
366
$251K ﹤0.01%
1,432
367
$251K ﹤0.01%
4,161
368
$249K ﹤0.01%
+6,691
369
$247K ﹤0.01%
4,101
370
$246K ﹤0.01%
+3,487
371
$245K ﹤0.01%
1,070
372
$243K ﹤0.01%
2,888
373
$243K ﹤0.01%
+25,000
374
$242K ﹤0.01%
2,213
375
$242K ﹤0.01%
+9,495
13 14
15
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