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
676
$29K ﹤0.01%
1,200
677
$29K ﹤0.01%
1,000
678
$29K ﹤0.01%
1,307
-101
679
$29K ﹤0.01%
+1,450
680
$29K ﹤0.01%
+1,800
681
$29K ﹤0.01%
458
682
$28K ﹤0.01%
179
683
$28K ﹤0.01%
+1,060
684
$28K ﹤0.01%
3
+2
685
$28K ﹤0.01%
1,000
+200
686
$28K ﹤0.01%
750
687
$28K ﹤0.01%
875
688
$28K ﹤0.01%
496
689
$28K ﹤0.01%
560
690
$28K ﹤0.01%
630
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691
$28K ﹤0.01%
1,468
692
$28K ﹤0.01%
350
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694
$28K ﹤0.01%
650
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$28K ﹤0.01%
1,410
696
$28K ﹤0.01%
+550
697
$27K ﹤0.01%
+400
698
$27K ﹤0.01%
500
-500
699
$27K ﹤0.01%
544
700
$27K ﹤0.01%
+1,000
26 27
28
29 30