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
801
$13K ﹤0.01%
+469
802
$13K ﹤0.01%
390
-615
803
$13K ﹤0.01%
362
+112
804
$13K ﹤0.01%
146
805
$13K ﹤0.01%
817
+244
806
$12K ﹤0.01%
+145
807
$12K ﹤0.01%
204
+50
808
$12K ﹤0.01%
800
809
$12K ﹤0.01%
+500
810
$11K ﹤0.01%
313
+300
811
$11K ﹤0.01%
418
812
$11K ﹤0.01%
300
813
$11K ﹤0.01%
166
814
$11K ﹤0.01%
380
-1,300
815
$11K ﹤0.01%
250
816
$11K ﹤0.01%
630
-1,457
817
$11K ﹤0.01%
680
818
$11K ﹤0.01%
+100
819
$11K ﹤0.01%
800
820
$11K ﹤0.01%
647
-6,771
821
$11K ﹤0.01%
50
822
$10K ﹤0.01%
760
823
$10K ﹤0.01%
135
824
$10K ﹤0.01%
+235
825
$9K ﹤0.01%
192
31 32
33
34 35