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
501
$90K 0.01%
+3,000
502
$90K 0.01%
22,000
503
$90K 0.01%
1,546
+37
504
$89K 0.01%
1,675
505
$89K 0.01%
1,131
+460
506
$89K 0.01%
8,066
507
$89K 0.01%
2,010
+334
508
$88K ﹤0.01%
1,094
+287
509
$88K ﹤0.01%
1,256
510
$87K ﹤0.01%
+3,450
511
$87K ﹤0.01%
3,325
512
$87K ﹤0.01%
+4,702
513
$86K ﹤0.01%
1,086
514
$86K ﹤0.01%
1,986
515
$86K ﹤0.01%
1,036
516
$84K ﹤0.01%
+1,351
517
$84K ﹤0.01%
1,300
+1,193
518
$84K ﹤0.01%
2,500
-500
519
$84K ﹤0.01%
1,500
520
$83K ﹤0.01%
8,071
+7,474
521
$81K ﹤0.01%
2,387
522
$79K ﹤0.01%
900
-483
523
$79K ﹤0.01%
6,413
524
$78K ﹤0.01%
3,000
525
$76K ﹤0.01%
823
19 20
21
22 23