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
476
$105K 0.01%
2,880
477
$105K 0.01%
1,888
478
$104K 0.01%
+1,300
479
$104K 0.01%
2,268
480
$104K 0.01%
700
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481
$103K 0.01%
1,550
482
$103K 0.01%
+10,300
483
$102K 0.01%
2,400
484
$102K 0.01%
2,832
-293
485
$102K 0.01%
2,345
-6,868
486
$102K 0.01%
823
-45
487
$99K 0.01%
+2,344
488
$97K 0.01%
4,500
489
$96K 0.01%
1,643
-500
490
$96K 0.01%
+2,000
491
$96K 0.01%
+4,600
492
$96K 0.01%
1,634
493
$95K 0.01%
3,275
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494
$95K 0.01%
900
495
$95K 0.01%
5,021
496
$95K 0.01%
7,645
497
$94K 0.01%
1,438
+238
498
$93K 0.01%
3,219
+1,188
499
$92K 0.01%
1,712
+962
500
$91K 0.01%
1,450
+584
18 19
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