EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$11.7M 0.65%
62,441
+4,231
52
$11.5M 0.64%
142,388
-17,460
53
$11.4M 0.64%
220,476
+196,428
54
$10.9M 0.61%
488,692
-76,790
55
$10.8M 0.61%
58,896
+2,542
56
$10.3M 0.58%
83,670
-36,904
57
$10.1M 0.57%
81,204
-7,565
58
$10M 0.56%
201,412
-7,017
59
$9.96M 0.56%
146,967
-14,930
60
$9.29M 0.52%
339,759
-5,000
61
$9.28M 0.52%
141,111
-717
62
$9.13M 0.51%
167,340
-23,032
63
$9M 0.5%
72,549
-1,452
64
$8.86M 0.5%
109,936
-21,564
65
$8.85M 0.5%
218,272
-212,341
66
$8.67M 0.49%
129,001
-2,896
67
$8.26M 0.46%
84,214
-2,440
68
$8.08M 0.45%
294,805
-6,625
69
$7.84M 0.44%
30,984
+27,428
70
$7.32M 0.41%
178,801
-4,691
71
$6.73M 0.38%
26,877
+185
72
$6.68M 0.37%
218,904
+12,434
73
$6.67M 0.37%
99,884
-37,307
74
$6.34M 0.36%
231,607
-97,946
75
$6.24M 0.35%
96,153
-34,171
1 2
3
4 5