EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$54.6M
2
+$51.8M
3
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

1
+$22.3M
2
+$21.2M
3
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

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
401
$203K ﹤0.01%
3,762
-1,401
402
$203K ﹤0.01%
4,475
403
$200K ﹤0.01%
+2,705
404
$191K ﹤0.01%
17,780
405
$183K ﹤0.01%
22,492
406
$156K ﹤0.01%
+15,400
407
$147K ﹤0.01%
14,300
408
$133K ﹤0.01%
12,689
409
$131K ﹤0.01%
+13,000
410
$118K ﹤0.01%
10,000
411
$101K ﹤0.01%
10,791
412
$82.8K ﹤0.01%
2,667
413
$57K ﹤0.01%
17,543
414
$47.1K ﹤0.01%
11,190
415
$42.6K ﹤0.01%
20,000
416
$22K ﹤0.01%
13,688
417
$1.56K ﹤0.01%
+13,000
418
– –
-1,336
419
– –
-5,100
420
– –
-2,045
421
– –
-4,209
422
– –
-1,883
423
– –
-2,651
424
– –
-5,000
425
– –
-1,048
14 15 16
17
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