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
601
$49K ﹤0.01%
1,000
+300
602
$48K ﹤0.01%
+1,700
603
$48K ﹤0.01%
446
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604
$48K ﹤0.01%
588
-85
605
$47K ﹤0.01%
2,000
606
$47K ﹤0.01%
600
607
$46K ﹤0.01%
896
608
$46K ﹤0.01%
1,500
609
$46K ﹤0.01%
3,570
610
$45K ﹤0.01%
2,810
-6,000
611
$45K ﹤0.01%
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612
$45K ﹤0.01%
525
613
$44K ﹤0.01%
+4,500
614
$44K ﹤0.01%
2,500
615
$43K ﹤0.01%
880
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616
$43K ﹤0.01%
3,000
617
$43K ﹤0.01%
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618
$43K ﹤0.01%
3,000
619
$42K ﹤0.01%
585
620
$42K ﹤0.01%
844
621
$41K ﹤0.01%
+655
622
$41K ﹤0.01%
510
+210
623
$41K ﹤0.01%
250
624
$41K ﹤0.01%
827
+261
625
$41K ﹤0.01%
736
23 24
25
26 27