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
451
$121K 0.01%
1,220
452
$121K 0.01%
1,000
453
$120K 0.01%
1,585
+200
454
$120K 0.01%
1,730
+400
455
$119K 0.01%
1,331
+1,106
456
$119K 0.01%
1,526
-1,977
457
$119K 0.01%
1,650
-11,000
458
$119K 0.01%
2,904
-335
459
$118K 0.01%
1,600
-200
460
$117K 0.01%
6,615
+200
461
$117K 0.01%
3,522
+3,240
462
$116K 0.01%
2,941
+361
463
$115K 0.01%
1,593
-356
464
$115K 0.01%
2,044
465
$114K 0.01%
+1,370
466
$111K 0.01%
1,630
467
$111K 0.01%
1,140
468
$110K 0.01%
589
469
$108K 0.01%
1,837
470
$108K 0.01%
1,946
471
$107K 0.01%
250
472
$107K 0.01%
5,184
473
$106K 0.01%
2,912
+800
474
$106K 0.01%
5,300
475
$106K 0.01%
1,967
+16
17 18
19
20 21