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
76
$6.1M 0.34%
176,610
+4,360
77
$6.01M 0.34%
232,786
-93,223
78
$5.99M 0.34%
57,145
79
$5.98M 0.34%
51,375
+14,340
80
$5.83M 0.33%
79,178
-1,096
81
$5.36M 0.3%
187,146
-52,996
82
$5.27M 0.3%
22,375
-692
83
$5.27M 0.3%
97,234
-10,200
84
$5.22M 0.29%
85,976
-14,255
85
$5.11M 0.29%
185,810
-2,525
86
$5.11M 0.29%
108,486
-1,181
87
$5.05M 0.28%
84,661
+3,267
88
$4.87M 0.27%
56,296
-2,060
89
$4.82M 0.27%
79,410
-1,500
90
$4.77M 0.27%
97,498
-51,445
91
$4.51M 0.25%
143,102
-113,448
92
$4.48M 0.25%
87,130
-18,728
93
$4.34M 0.24%
64,220
+600
94
$4.28M 0.24%
60,806
-6,322
95
$4.16M 0.23%
107,495
-47,403
96
$4.15M 0.23%
101,148
-49,588
97
$4.06M 0.23%
58,304
-37,718
98
$3.99M 0.22%
40,679
-22,394
99
$3.96M 0.22%
62,096
-222
100
$3.75M 0.21%
97,342
-18,511
2 3
4
5 6