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
$6.35B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.01M
3
+$2.56M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.09M
5
EOG icon
EOG Resources
EOG
+$2.08M

Top Sells

1
+$8.19M
2
+$6.64M
3
+$6.58M
4
AAPL icon
Apple
AAPL
+$5.64M
5
BX icon
Blackstone
BX
+$3.45M

Sector Composition

1 Technology 26.2%
2 Financials 16.62%
3 Consumer Discretionary 15.24%
4 Healthcare 9.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.9M 0.25%
203,534
-5,334
52
$15.8M 0.25%
52,997
53
$15.4M 0.24%
89,838
-372
54
$14.6M 0.23%
61,165
-272
55
$13.5M 0.21%
57,284
-4,790
56
$13.2M 0.21%
179,439
-144
57
$13.1M 0.21%
106,133
-1,124
58
$12.8M 0.2%
77,516
-402
59
$12.5M 0.2%
21,368
-338
60
$11.9M 0.19%
187,210
+654
61
$10.9M 0.17%
56,143
-9,531
62
$10.8M 0.17%
227,459
-11,090
63
$10.7M 0.17%
31,555
-84
64
$10.5M 0.17%
179,468
-7,005
65
$10.4M 0.16%
147,439
+36,089
66
$10.4M 0.16%
90,548
-53
67
$10.4M 0.16%
39,582
-717
68
$10.4M 0.16%
209,805
+9,744
69
$9.64M 0.15%
42,618
-147
70
$9.37M 0.15%
66,383
-1,166
71
$9.34M 0.15%
46,020
+201
72
$9.12M 0.14%
62,561
-2,111
73
$9.1M 0.14%
55,389
+4,590
74
$8.95M 0.14%
16,726
-1,607
75
$8.77M 0.14%
50,734
+1,948
1 2
3
4 5