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
376
$199K 0.01%
3,338
-2,162
377
$197K 0.01%
+10,069
378
$196K 0.01%
2,270
379
$195K 0.01%
4,426
380
$194K 0.01%
17,760
381
$194K 0.01%
1,470
+1,040
382
$194K 0.01%
2,201
+1,575
383
$194K 0.01%
3,983
-2,400
384
$191K 0.01%
12,992
+220
385
$189K 0.01%
6,346
+28
386
$188K 0.01%
4,565
+965
387
$188K 0.01%
+3,264
388
$185K 0.01%
3,428
389
$185K 0.01%
6,668
390
$183K 0.01%
2,531
+410
391
$182K 0.01%
15,563
+237
392
$181K 0.01%
2,679
-103
393
$180K 0.01%
4,730
394
$180K 0.01%
3,000
395
$179K 0.01%
1,595
-275
396
$178K 0.01%
5,436
+280
397
$174K 0.01%
11,088
+7,812
398
$170K 0.01%
3,044
-148
399
$170K 0.01%
2,300
-4,120
400
$170K 0.01%
6,000
+4,800
14 15
16
17 18