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
376
$225K ﹤0.01%
3,972
377
$223K ﹤0.01%
2,740
378
$223K ﹤0.01%
1,615
-7
379
$222K ﹤0.01%
2,213
380
$222K ﹤0.01%
1,883
-252
381
$222K ﹤0.01%
1,639
382
$222K ﹤0.01%
6,000
383
$221K ﹤0.01%
3,449
384
$219K ﹤0.01%
1,078
+5
385
$218K ﹤0.01%
2,280
-3,488
386
$217K ﹤0.01%
+4,143
387
$216K ﹤0.01%
+4,475
388
$214K ﹤0.01%
2,816
-176
389
$211K ﹤0.01%
1,336
390
$210K ﹤0.01%
+9,310
391
$209K ﹤0.01%
2,651
-73
392
$206K ﹤0.01%
+5,060
393
$203K ﹤0.01%
1,760
394
$187K ﹤0.01%
17,780
395
$182K ﹤0.01%
54,075
-60
396
$173K ﹤0.01%
16,919
+369
397
$145K ﹤0.01%
+14,300
398
$131K ﹤0.01%
37,250
399
$131K ﹤0.01%
10,791
400
$124K ﹤0.01%
10,998
14 15
16
17 18