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
651
$35K ﹤0.01%
7,000
652
$35K ﹤0.01%
800
653
$35K ﹤0.01%
+1,334
654
$35K ﹤0.01%
509
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655
$34K ﹤0.01%
250
656
$33K ﹤0.01%
+213
657
$33K ﹤0.01%
455
658
$33K ﹤0.01%
550
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659
$33K ﹤0.01%
406
660
$33K ﹤0.01%
+550
661
$33K ﹤0.01%
+1,322
662
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760
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663
$31K ﹤0.01%
589
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664
$31K ﹤0.01%
947
665
$31K ﹤0.01%
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666
$31K ﹤0.01%
600
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$31K ﹤0.01%
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668
$31K ﹤0.01%
1,010
-5,415
669
$30K ﹤0.01%
1,500
-2,500
670
$30K ﹤0.01%
+2,000
671
$30K ﹤0.01%
2,141
+325
672
$30K ﹤0.01%
529
673
$30K ﹤0.01%
1,250
674
$30K ﹤0.01%
396
675
$29K ﹤0.01%
650
-1,450
25 26
27
28 29