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
776
$15K ﹤0.01%
225
777
$15K ﹤0.01%
1,676
778
$15K ﹤0.01%
200
779
$15K ﹤0.01%
26
780
$15K ﹤0.01%
1,700
781
$15K ﹤0.01%
600
782
$15K ﹤0.01%
800
783
$15K ﹤0.01%
56
784
$15K ﹤0.01%
+828
785
$15K ﹤0.01%
+584
786
$15K ﹤0.01%
400
787
$15K ﹤0.01%
3
788
$15K ﹤0.01%
800
789
$15K ﹤0.01%
619
790
$15K ﹤0.01%
345
791
$14K ﹤0.01%
+152
792
$14K ﹤0.01%
320
793
$14K ﹤0.01%
800
794
$14K ﹤0.01%
543
795
$14K ﹤0.01%
378
796
$14K ﹤0.01%
802
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797
$14K ﹤0.01%
165
798
$14K ﹤0.01%
1,000
799
$14K ﹤0.01%
2,250
800
$13K ﹤0.01%
+469
30 31
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