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
551
$66K ﹤0.01%
268
552
$66K ﹤0.01%
1,000
553
$65K ﹤0.01%
+5,625
554
$65K ﹤0.01%
1,102
+575
555
$65K ﹤0.01%
600
556
$65K ﹤0.01%
4,377
557
$64K ﹤0.01%
1,604
+839
558
$64K ﹤0.01%
+294
559
$64K ﹤0.01%
+4,500
560
$64K ﹤0.01%
1,500
561
$63K ﹤0.01%
+3,300
562
$63K ﹤0.01%
10,444
+9,944
563
$63K ﹤0.01%
+2,300
564
$63K ﹤0.01%
3,829
565
$63K ﹤0.01%
1,210
-177
566
$62K ﹤0.01%
15
567
$61K ﹤0.01%
1,750
-650
568
$61K ﹤0.01%
840
569
$61K ﹤0.01%
1,225
570
$60K ﹤0.01%
848
571
$59K ﹤0.01%
+700
572
$59K ﹤0.01%
1,365
+300
573
$59K ﹤0.01%
3,921
+2,838
574
$58K ﹤0.01%
1,245
575
$58K ﹤0.01%
1,863
+245
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