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
$6.35B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$4.82M
3
+$2.56M
4
EOG icon
EOG Resources
EOG
+$2.12M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.01M

Top Sells

1
+$7.88M
2
+$6.33M
3
+$6.27M
4
AAPL icon
Apple
AAPL
+$4.99M
5
BX icon
Blackstone
BX
+$3.43M

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
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435
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436
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