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
876
$4K ﹤0.01%
147
877
$4K ﹤0.01%
500
878
$3K ﹤0.01%
69
879
$3K ﹤0.01%
35
880
$3K ﹤0.01%
160
881
$3K ﹤0.01%
67
882
$3K ﹤0.01%
33
883
$3K ﹤0.01%
200
-21,996
884
$2K ﹤0.01%
30
885
$2K ﹤0.01%
27
886
$2K ﹤0.01%
+85
887
$2K ﹤0.01%
+252
888
$2K ﹤0.01%
50
889
$2K ﹤0.01%
148
890
$2K ﹤0.01%
200
891
$2K ﹤0.01%
+200
892
$2K ﹤0.01%
9
893
$1K ﹤0.01%
36
-21
894
$1K ﹤0.01%
22
895
$1K ﹤0.01%
36
-21
896
$1K ﹤0.01%
300
897
$1K ﹤0.01%
65
898
$1K ﹤0.01%
+30
899
$1K ﹤0.01%
+25
900
– –
-1,000
34 35
36
37 38