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
801
$13K ﹤0.01%
390
-615
802
$13K ﹤0.01%
362
+112
803
$13K ﹤0.01%
65
804
$13K ﹤0.01%
146
805
$13K ﹤0.01%
817
+244
806
$12K ﹤0.01%
204
+50
807
$12K ﹤0.01%
800
808
$12K ﹤0.01%
+500
809
$12K ﹤0.01%
+145
810
$11K ﹤0.01%
313
+300
811
$11K ﹤0.01%
418
812
$11K ﹤0.01%
630
-1,457
813
$11K ﹤0.01%
680
814
$11K ﹤0.01%
+100
815
$11K ﹤0.01%
800
816
$11K ﹤0.01%
647
-6,771
817
$11K ﹤0.01%
50
818
$11K ﹤0.01%
300
819
$11K ﹤0.01%
166
820
$11K ﹤0.01%
380
-1,300
821
$11K ﹤0.01%
250
822
$10K ﹤0.01%
760
823
$10K ﹤0.01%
135
824
$10K ﹤0.01%
+235
825
$9K ﹤0.01%
+198
31 32
33
34 35