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
$6.35B
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.01M
3
+$2.56M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.09M
5
EOG icon
EOG Resources
EOG
+$2.08M

Top Sells

1
+$8.19M
2
+$6.64M
3
+$6.58M
4
AAPL icon
Apple
AAPL
+$5.64M
5
BX icon
Blackstone
BX
+$3.45M

Sector Composition

1 Technology 26.2%
2 Financials 16.62%
3 Consumer Discretionary 15.24%
4 Healthcare 9.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.6M 0.14%
412,827
77
$7.98M 0.13%
40,317
-3,003
78
$7.98M 0.13%
58,278
-2,328
79
$7.73M 0.12%
35,047
-546
80
$7.59M 0.12%
47,290
-4,320
81
$7.35M 0.12%
12
+1
82
$7.04M 0.11%
70,092
-812
83
$6.98M 0.11%
27,137
+145
84
$6.54M 0.1%
39,626
-148
85
$6.42M 0.1%
27,075
-464
86
$6.35M 0.1%
219,133
-100
87
$6.31M 0.1%
27,873
-801
88
$6.27M 0.1%
25,076
-238
89
$6.22M 0.1%
19,915
-202
90
$5.85M 0.09%
26,833
-805
91
$5.69M 0.09%
84,029
+1,566
92
$5.51M 0.09%
197,038
-9,852
93
$5.4M 0.09%
92,046
-10,215
94
$5.15M 0.08%
117,701
+11,389
95
$5.04M 0.08%
54,429
-200
96
$5.03M 0.08%
21,151
-102
97
$4.89M 0.08%
10,208
-35
98
$4.87M 0.08%
18,207
-335
99
$4.85M 0.08%
46,808
-2,440
100
$4.8M 0.08%
112,781
2 3
4
5 6