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
426
$137K 0.01%
4,000
427
$136K 0.01%
1,600
428
$135K 0.01%
2,600
-1,100
429
$135K 0.01%
2,460
-1,832
430
$134K 0.01%
2,400
-400
431
$134K 0.01%
5,300
432
$133K 0.01%
1,696
+251
433
$132K 0.01%
3,000
+2,125
434
$131K 0.01%
+4,000
435
$131K 0.01%
5,500
436
$129K 0.01%
+1,650
437
$129K 0.01%
2,550
-7,595
438
$128K 0.01%
+9,050
439
$127K 0.01%
+1,845
440
$127K 0.01%
935
441
$126K 0.01%
4,230
-1,770
442
$126K 0.01%
33,300
443
$126K 0.01%
4,431
+1,611
444
$126K 0.01%
2,725
+950
445
$123K 0.01%
2,482
+95
446
$123K 0.01%
1,302
+242
447
$123K 0.01%
3,000
448
$122K 0.01%
3,494
+864
449
$122K 0.01%
1,663
450
$122K 0.01%
1,475
16 17
18
19 20