EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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 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
751
$19K ﹤0.01%
600
752
$18K ﹤0.01%
310
+210
753
$18K ﹤0.01%
+500
754
$18K ﹤0.01%
1,000
755
$18K ﹤0.01%
+2,091
756
$18K ﹤0.01%
36
+15
757
$18K ﹤0.01%
378
-2,000
758
$18K ﹤0.01%
1,021
759
$18K ﹤0.01%
700
760
$18K ﹤0.01%
146
761
$18K ﹤0.01%
300
762
$17K ﹤0.01%
942
763
$17K ﹤0.01%
1,000
764
$17K ﹤0.01%
500
765
$17K ﹤0.01%
550
766
$17K ﹤0.01%
240
+180
767
$17K ﹤0.01%
1,500
768
$16K ﹤0.01%
800
769
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1,000
770
$16K ﹤0.01%
329
-250
771
$16K ﹤0.01%
8
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772
$16K ﹤0.01%
+1,500
773
$16K ﹤0.01%
+600
774
$16K ﹤0.01%
262
775
$15K ﹤0.01%
200
29 30
31
32 33