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

Top Buys

1
+$6.72M
2
+$5.01M
3
+$2.56M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.09M
5
EOG icon
EOG Resources
EOG
+$2.08M

Top Sells

1
+$8.19M
2
+$6.64M
3
+$6.58M
4
AAPL icon
Apple
AAPL
+$5.64M
5
BX icon
Blackstone
BX
+$3.45M

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
26
$91.9M 1.45%
681,480
-7,282
27
$89.1M 1.4%
458,535
-33,858
28
$88.7M 1.4%
344,823
-440
29
$88.5M 1.39%
112,437
-934
30
$85.8M 1.35%
826,144
-22,030
31
$83.8M 1.32%
328,781
-3,264
32
$82.2M 1.29%
1,130,141
+8,198
33
$76.6M 1.21%
608,719
+16,490
34
$69.8M 1.1%
217,067
-3,826
35
$66.1M 1.04%
121,525
-15,051
36
$57M 0.9%
364,105
-211
37
$51.9M 0.82%
392,875
+3,820
38
$45.1M 0.71%
598,896
-35,675
39
$43M 0.68%
139,945
+14
40
$40.4M 0.64%
1,253,627
-27,594
41
$37.2M 0.59%
68,058
-1,735
42
$36.7M 0.58%
40,486
-52
43
$32.2M 0.51%
107,740
-972
44
$30.4M 0.48%
53,901
-1,669
45
$29.6M 0.47%
672,743
-4,375
46
$29.2M 0.46%
199,514
-5,287
47
$27.4M 0.43%
54,741
-90
48
$21.1M 0.33%
57,999
-609
49
$19.6M 0.31%
118,815
-1,238
50
$17.4M 0.27%
80,776
-1,259
1
2
3 4 5