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
726
$23K ﹤0.01%
650
727
$22K ﹤0.01%
490
728
$22K ﹤0.01%
1,650
729
$22K ﹤0.01%
500
730
$22K ﹤0.01%
+100
731
$22K ﹤0.01%
+927
732
$22K ﹤0.01%
+1,000
733
$22K ﹤0.01%
1,000
734
$21K ﹤0.01%
1,000
735
$21K ﹤0.01%
460
-1,125
736
$21K ﹤0.01%
203
+3
737
$20K ﹤0.01%
+300
738
$20K ﹤0.01%
241
739
$20K ﹤0.01%
1,000
-2,000
740
$20K ﹤0.01%
+50
741
$20K ﹤0.01%
450
742
$20K ﹤0.01%
1,500
743
$19K ﹤0.01%
600
744
$19K ﹤0.01%
165
745
$19K ﹤0.01%
1,505
746
$19K ﹤0.01%
267
747
$19K ﹤0.01%
106
-313
748
$19K ﹤0.01%
+125
749
$19K ﹤0.01%
+850
750
$19K ﹤0.01%
1,277
28 29
30
31 32