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
626
$41K ﹤0.01%
1,000
-647
627
$40K ﹤0.01%
2,468
+1,360
628
$40K ﹤0.01%
460
+300
629
$40K ﹤0.01%
1,600
+600
630
$40K ﹤0.01%
4,600
-900
631
$39K ﹤0.01%
+1,728
632
$39K ﹤0.01%
2,000
633
$39K ﹤0.01%
+500
634
$39K ﹤0.01%
1,100
635
$39K ﹤0.01%
365
636
$38K ﹤0.01%
769
637
$38K ﹤0.01%
3,213
638
$38K ﹤0.01%
1,900
639
$38K ﹤0.01%
550
+2
640
$37K ﹤0.01%
+800
641
$37K ﹤0.01%
400
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$37K ﹤0.01%
550
643
$37K ﹤0.01%
1,008
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644
$37K ﹤0.01%
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645
$36K ﹤0.01%
4,000
+2,000
646
$36K ﹤0.01%
+900
647
$36K ﹤0.01%
616
648
$36K ﹤0.01%
3,925
649
$36K ﹤0.01%
756
-212
650
$35K ﹤0.01%
83
24 25
26
27 28