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
576
$57K ﹤0.01%
5,000
577
$57K ﹤0.01%
2,000
578
$57K ﹤0.01%
10,000
579
$56K ﹤0.01%
2,000
580
$56K ﹤0.01%
1,800
581
$55K ﹤0.01%
+950
582
$55K ﹤0.01%
443
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583
$55K ﹤0.01%
+6,000
584
$54K ﹤0.01%
+2,000
585
$54K ﹤0.01%
430
586
$54K ﹤0.01%
1,760
587
$53K ﹤0.01%
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588
$53K ﹤0.01%
1,786
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589
$52K ﹤0.01%
1,250
-849
590
$51K ﹤0.01%
1,650
591
$51K ﹤0.01%
1,135
592
$51K ﹤0.01%
1,622
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593
$51K ﹤0.01%
2,662
594
$50K ﹤0.01%
+2,000
595
$50K ﹤0.01%
477
596
$50K ﹤0.01%
1,186
+500
597
$50K ﹤0.01%
+700
598
$50K ﹤0.01%
1,200
599
$50K ﹤0.01%
+610
600
$49K ﹤0.01%
+1,025
22 23
24
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