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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$11.4M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.87M
5
CROX icon
Crocs
CROX
+$6.65M

Top Sells

1
+$21.1M
2
+$15.2M
3
+$13M
4
BX icon
Blackstone
BX
+$12.5M
5
CBRE icon
CBRE Group
CBRE
+$9.94M

Sector Composition

1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.12M 0.14%
27,270
+250
77
$9.09M 0.14%
55,887
-472
78
$9.08M 0.14%
145,775
-22,522
79
$8.53M 0.13%
34,547
-223
80
$8.47M 0.13%
38,332
+2
81
$8.17M 0.12%
12
-1
82
$8.01M 0.12%
69,252
-181
83
$7.83M 0.12%
62,117
+16,880
84
$7.55M 0.11%
83,586
-971
85
$7.4M 0.11%
39,626
86
$6.84M 0.1%
218,193
87
$6.48M 0.1%
85,579
-33,819
88
$6.41M 0.1%
25,297
-1,753
89
$6.32M 0.09%
132,053
+20,000
90
$6.17M 0.09%
27,073
-780
91
$5.97M 0.09%
58,760
+5,738
92
$5.91M 0.09%
24,604
-2,229
93
$5.73M 0.09%
24,963
-65
94
$5.35M 0.08%
10,470
+335
95
$5.29M 0.08%
18,244
+36
96
$5.26M 0.08%
36,540
97
$5.07M 0.08%
19,445
-478
98
$5.04M 0.08%
15,642
+126
99
$5M 0.07%
21,328
+287
100
$4.92M 0.07%
85,673
-1,144
2 3
4
5 6