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
376
$239K ﹤0.01%
3,449
377
$237K ﹤0.01%
29
+4
378
$237K ﹤0.01%
1,763
379
$236K ﹤0.01%
2,037
+261
380
$234K ﹤0.01%
4,830
381
$234K ﹤0.01%
8,647
382
$233K ﹤0.01%
+1,256
383
$227K ﹤0.01%
615
-101
384
$226K ﹤0.01%
4,195
385
$225K ﹤0.01%
+3,491
386
$222K ﹤0.01%
+2,926
387
$221K ﹤0.01%
5,060
388
$219K ﹤0.01%
3,588
389
$219K ﹤0.01%
6,896
390
$219K ﹤0.01%
+125,000
391
$218K ﹤0.01%
+689
392
$217K ﹤0.01%
3,816
-5
393
$210K ﹤0.01%
2,570
394
$210K ﹤0.01%
2,000
395
$206K ﹤0.01%
3,122
396
$205K ﹤0.01%
+6,186
397
$205K ﹤0.01%
+1,326
398
$205K ﹤0.01%
436
399
$203K ﹤0.01%
1,760
400
$203K ﹤0.01%
7,335
14 15
16
17 18