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
676
$29K ﹤0.01%
650
-1,450
677
$29K ﹤0.01%
+1,800
678
$29K ﹤0.01%
458
679
$29K ﹤0.01%
1,000
680
$29K ﹤0.01%
1,307
-101
681
$29K ﹤0.01%
1,200
682
$28K ﹤0.01%
496
683
$28K ﹤0.01%
560
684
$28K ﹤0.01%
630
-492
685
$28K ﹤0.01%
179
686
$28K ﹤0.01%
+1,060
687
$28K ﹤0.01%
350
-800
688
$28K ﹤0.01%
+500
689
$28K ﹤0.01%
650
690
$28K ﹤0.01%
1,410
691
$28K ﹤0.01%
+550
692
$28K ﹤0.01%
3
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693
$28K ﹤0.01%
1,000
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694
$28K ﹤0.01%
750
695
$28K ﹤0.01%
875
696
$28K ﹤0.01%
1,468
697
$27K ﹤0.01%
544
698
$27K ﹤0.01%
+1,000
699
$27K ﹤0.01%
1,105
+26
700
$27K ﹤0.01%
+400
26 27
28
29 30