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
826
$9K ﹤0.01%
1,081
827
$9K ﹤0.01%
192
828
$9K ﹤0.01%
450
-200
829
$9K ﹤0.01%
93
830
$8K ﹤0.01%
400
831
$8K ﹤0.01%
+260
832
$8K ﹤0.01%
135
-350
833
$8K ﹤0.01%
156
834
$8K ﹤0.01%
100
-230
835
$8K ﹤0.01%
136
836
$7K ﹤0.01%
600
837
$7K ﹤0.01%
200
838
$7K ﹤0.01%
75
839
$7K ﹤0.01%
70
840
$7K ﹤0.01%
155
841
$7K ﹤0.01%
118
+6
842
$7K ﹤0.01%
190
843
$7K ﹤0.01%
800
844
$6K ﹤0.01%
+165
845
$6K ﹤0.01%
80
846
$6K ﹤0.01%
247
847
$6K ﹤0.01%
164
-163
848
$6K ﹤0.01%
67
849
$6K ﹤0.01%
69
850
$6K ﹤0.01%
82
32 33
34
35 36