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
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%
+167
856
$5K ﹤0.01%
350
-800
857
$5K ﹤0.01%
123
858
$5K ﹤0.01%
37
859
$5K ﹤0.01%
140
860
$5K ﹤0.01%
89
861
$5K ﹤0.01%
48
862
$5K ﹤0.01%
121
863
$5K ﹤0.01%
+241
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