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
526
$76K ﹤0.01%
1,800
527
$75K ﹤0.01%
2,050
-4,700
528
$75K ﹤0.01%
878
+703
529
$75K ﹤0.01%
800
530
$74K ﹤0.01%
1,620
+248
531
$74K ﹤0.01%
1,363
532
$74K ﹤0.01%
1,884
+42
533
$73K ﹤0.01%
3,155
+23
534
$72K ﹤0.01%
4,587
535
$72K ﹤0.01%
1,690
+407
536
$71K ﹤0.01%
960
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537
$71K ﹤0.01%
11,845
538
$70K ﹤0.01%
+900
539
$70K ﹤0.01%
648
540
$70K ﹤0.01%
730
541
$70K ﹤0.01%
2,000
542
$69K ﹤0.01%
820
543
$69K ﹤0.01%
1,360
-44
544
$69K ﹤0.01%
5,000
545
$69K ﹤0.01%
450
546
$68K ﹤0.01%
1,496
-445
547
$68K ﹤0.01%
1,250
548
$68K ﹤0.01%
1,643
-1,522
549
$67K ﹤0.01%
557
-78
550
$66K ﹤0.01%
786
+699
20 21
22
23 24