EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$17.2M
2
+$13.6M
3
+$9.73M
4
GILD icon
Gilead Sciences
GILD
+$9.19M
5
CBRE icon
CBRE Group
CBRE
+$7.48M

Top Sells

1
+$25.1M
2
+$13.5M
3
+$8.24M
4
AAPL icon
Apple
AAPL
+$5.32M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$4.98M

Sector Composition

1 Technology 16.99%
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
651
$35K ﹤0.01%
7,000
652
$35K ﹤0.01%
800
653
$35K ﹤0.01%
+1,334
654
$35K ﹤0.01%
509
-871
655
$34K ﹤0.01%
250
656
$33K ﹤0.01%
406
657
$33K ﹤0.01%
+2,750
658
$33K ﹤0.01%
+1,322
659
$33K ﹤0.01%
+213
660
$33K ﹤0.01%
455
661
$33K ﹤0.01%
550
+300
662
$32K ﹤0.01%
760
+380
663
$31K ﹤0.01%
589
-57
664
$31K ﹤0.01%
1,010
-5,415
665
$31K ﹤0.01%
947
666
$31K ﹤0.01%
5,700
667
$31K ﹤0.01%
600
-51
668
$31K ﹤0.01%
2,689
-3,286
669
$30K ﹤0.01%
1,500
-2,500
670
$30K ﹤0.01%
+2,000
671
$30K ﹤0.01%
529
672
$30K ﹤0.01%
1,250
673
$30K ﹤0.01%
396
674
$30K ﹤0.01%
2,141
+325
675
$29K ﹤0.01%
+1,450
25 26
27
28 29