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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$11.4M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.87M
5
CROX icon
Crocs
CROX
+$6.65M

Top Sells

1
+$21.1M
2
+$15.2M
3
+$13M
4
BX icon
Blackstone
BX
+$12.5M
5
CBRE icon
CBRE Group
CBRE
+$9.94M

Sector Composition

1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.9M 0.3%
144,671
+83,141
52
$19.2M 0.29%
79,208
-410
53
$17.7M 0.26%
60,327
-608
54
$17.1M 0.26%
112,483
-2,543
55
$15.5M 0.23%
87,506
-679
56
$14M 0.21%
184,528
-6,105
57
$13M 0.19%
175,371
+17
58
$12.8M 0.19%
76,161
-520
59
$12.2M 0.18%
206,755
-3,296
60
$12M 0.18%
54,783
+1,740
61
$11.9M 0.18%
37,699
-609
62
$11.6M 0.17%
32,304
-51
63
$11.2M 0.17%
19,668
+730
64
$10.8M 0.16%
150,523
+1,488
65
$10.7M 0.16%
64,461
-485
66
$10.6M 0.16%
170,353
-6,440
67
$10.4M 0.16%
25,680
-10,187
68
$10.4M 0.16%
104,071
-629
69
$10.3M 0.15%
58,884
+1,395
70
$10.2M 0.15%
44,197
-3,623
71
$10.1M 0.15%
210,486
+4,031
72
$9.85M 0.15%
52,508
-1,238
73
$9.49M 0.14%
40,806
-1,267
74
$9.47M 0.14%
16,633
+55
75
$9.42M 0.14%
87,594
-1,095
1 2
3
4 5