EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$17.2M
2
+$13.6M
3
+$9.73M
4
GILD icon
Gilead Sciences
GILD
+$9.19M
5
CBRE icon
CBRE Group
CBRE
+$7.48M

Top Sells

1
+$25.1M
2
+$13.5M
3
+$8.24M
4
AAPL icon
Apple
AAPL
+$5.32M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$4.98M

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%
106
-313
752
$18K ﹤0.01%
300
753
$18K ﹤0.01%
146
754
$18K ﹤0.01%
700
755
$18K ﹤0.01%
1,021
756
$18K ﹤0.01%
378
-2,000
757
$18K ﹤0.01%
36
+15
758
$18K ﹤0.01%
+2,091
759
$18K ﹤0.01%
1,000
760
$18K ﹤0.01%
+500
761
$18K ﹤0.01%
310
+210
762
$17K ﹤0.01%
240
+180
763
$17K ﹤0.01%
550
764
$17K ﹤0.01%
500
765
$17K ﹤0.01%
1,000
766
$17K ﹤0.01%
942
767
$17K ﹤0.01%
1,500
768
$16K ﹤0.01%
800
769
$16K ﹤0.01%
1,000
770
$16K ﹤0.01%
329
-250
771
$16K ﹤0.01%
8
+3
772
$16K ﹤0.01%
+1,500
773
$16K ﹤0.01%
+600
774
$16K ﹤0.01%
262
775
$15K ﹤0.01%
+300
29 30
31
32 33