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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$11.4M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.87M
5
CROX icon
Crocs
CROX
+$6.65M

Top Sells

1
+$21.1M
2
+$15.2M
3
+$13M
4
BX icon
Blackstone
BX
+$12.5M
5
CBRE icon
CBRE Group
CBRE
+$9.94M

Sector Composition

1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$88.2M 1.32%
1,134,076
+3,545
27
$88M 1.32%
777,664
-7,565
28
$83.2M 1.25%
453,370
+4,600
29
$81M 1.21%
739,109
+60,730
30
$78.6M 1.18%
355,578
-3,939
31
$78.3M 1.17%
270,267
-44,900
32
$77.1M 1.16%
228,612
+678
33
$76.2M 1.14%
622,024
+4,570
34
$70.9M 1.06%
120,911
+699
35
$66.7M 1%
430,068
+17,711
36
$55M 0.82%
+267,653
37
$53.8M 0.81%
+1,221,832
38
$40.2M 0.6%
68,251
-365
39
$37.6M 0.56%
1,183,548
-34,951
40
$36.1M 0.54%
106,061
+183
41
$32.1M 0.48%
648,598
-4,762
42
$31.5M 0.47%
58,502
+2,424
43
$31.5M 0.47%
454,493
-220,209
44
$30M 0.45%
271,973
+80,390
45
$29.3M 0.44%
202,193
-145,828
46
$28.7M 0.43%
37,199
-67
47
$27.5M 0.41%
190,344
-4,754
48
$25.8M 0.39%
49,717
-3,611
49
$22.6M 0.34%
1,033,109
-1,411
50
$22.6M 0.34%
56,181
+654
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