EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$21.3M 1.19%
651,895
-73,348
27
$21.2M 1.19%
265,723
-2,446
28
$21.1M 1.18%
396,119
+19,154
29
$20.9M 1.17%
711,572
+69,250
30
$20.9M 1.17%
156,463
-3,561
31
$19.9M 1.12%
260,450
-15,466
32
$19.6M 1.1%
200,906
-4,123
33
$19.5M 1.09%
266,211
-2,716
34
$19.4M 1.09%
170,943
+712
35
$19M 1.07%
136,181
+5,101
36
$18.4M 1.03%
265,004
-25,566
37
$18M 1.01%
235,776
-620
38
$17.5M 0.98%
155,312
+38,830
39
$17M 0.95%
459,706
+62,218
40
$16.6M 0.93%
299,162
-5,183
41
$15.4M 0.87%
138,174
+6,872
42
$15.4M 0.87%
124,303
-9,655
43
$15.3M 0.86%
440,122
+11,278
44
$14.4M 0.81%
+1,166,020
45
$14.2M 0.8%
184,886
+14,429
46
$14.1M 0.79%
398,012
-20,010
47
$14M 0.79%
197,653
+117,140
48
$13.8M 0.78%
262,104
-2,380
49
$12.2M 0.69%
232,467
-3,664
50
$12.1M 0.68%
144,701
-25,118
1
2
3 4 5