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
$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
401
$115K ﹤0.01%
22,492
402
$106K ﹤0.01%
10,000
403
$74.6K ﹤0.01%
17,543
404
$46.6K ﹤0.01%
20,000
405
$44.8K ﹤0.01%
2,667
406
$43.3K ﹤0.01%
13,688
407
$18.1K ﹤0.01%
+1,250
408
$7.73K ﹤0.01%
578
409
$2.78K ﹤0.01%
10,300
410
$340 ﹤0.01%
10,300
411
– –
-1,432
412
– –
-11,500
413
– –
-5,100
414
– –
-8,842
415
– –
-8,211
416
– –
-6,897
417
– –
-4,000
418
– –
-20,580
419
– –
-1,320
420
– –
-1,194
421
– –
-4,950
422
– –
-13,438
423
– –
-3,588
424
– –
-3,574
425
– –
-467
14 15 16
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