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
926
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-75
927
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-250
928
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929
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-2,000
930
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-19
931
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932
$0 ﹤0.01%
2
933
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-10,000
934
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+15
935
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-400
936
$0 ﹤0.01%
5
937
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938
$0 ﹤0.01%
10
-300
939
$0 ﹤0.01%
39
940
$0 ﹤0.01%
4
941
$0 ﹤0.01%
+63
942
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-290
943
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-20,000
944
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-200
945
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-2,061
946
$0 ﹤0.01%
+32
947
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948
– –
-1,670
949
– –
-10
950
$0 ﹤0.01%
375
35 36 37
38
39