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
851
$6K ﹤0.01%
+184
852
$6K ﹤0.01%
91
853
$6K ﹤0.01%
130
+15
854
$6K ﹤0.01%
+100
855
$5K ﹤0.01%
89
856
$5K ﹤0.01%
121
857
$5K ﹤0.01%
+241
858
$5K ﹤0.01%
+167
859
$5K ﹤0.01%
350
-800
860
$5K ﹤0.01%
123
861
$5K ﹤0.01%
37
862
$5K ﹤0.01%
140
863
$5K ﹤0.01%
48
864
$5K ﹤0.01%
117
865
$5K ﹤0.01%
100
866
$5K ﹤0.01%
13,158
867
$5K ﹤0.01%
227
868
$5K ﹤0.01%
2,368
869
$4K ﹤0.01%
+25
870
$4K ﹤0.01%
200
871
$4K ﹤0.01%
333
872
$4K ﹤0.01%
80
873
$4K ﹤0.01%
+133
874
$4K ﹤0.01%
279
+202
875
$4K ﹤0.01%
100
-325
33 34
35
36 37