EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
This Quarter Return
-6.75%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.09B
AUM Growth
+$2.09B
Cap. Flow
+$52.8M
Cap. Flow %
2.52%
Top 10 Hldgs %
23.55%
Holding
1,124
New
54
Increased
159
Reduced
283
Closed
160

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 15.61%
3 Healthcare 13.84%
4 Financials 13.03%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BDN
1001
Brandywine Realty Trust
BDN
$740M
-612 Closed -$8K
CEW icon
1002
WisdomTree Emerging Currency Strategy Fund
CEW
$9.35M
-1,000 Closed -$18K
CINF icon
1003
Cincinnati Financial
CINF
$24B
-148 Closed -$7K
CNO icon
1004
CNO Financial Group
CNO
$3.83B
-2,498 Closed -$45K
CPT icon
1005
Camden Property Trust
CPT
$12B
-140 Closed -$10K
CSGS icon
1006
CSG Systems International
CSGS
$1.85B
-1,421 Closed -$45K
CVY icon
1007
Invesco Zacks Multi-Asset Income ETF
CVY
$118M
-101 Closed -$2K
CYH icon
1008
Community Health Systems
CYH
$387M
-783 Closed -$49K
DDD icon
1009
3D Systems Corporation
DDD
$295M
$0 ﹤0.01% 38
DEI icon
1010
Douglas Emmett
DEI
$2.71B
-367 Closed -$10K
DES icon
1011
WisdomTree US SmallCap Dividend Fund
DES
$1.91B
-1,380 Closed -$97K
DGS icon
1012
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
-480 Closed -$21K
EGP icon
1013
EastGroup Properties
EGP
$9.04B
-167 Closed -$9K
ELS icon
1014
Equity Lifestyle Properties
ELS
$11.7B
-203 Closed -$11K
ENB icon
1015
Enbridge
ENB
$105B
-445 Closed -$21K
EQNR icon
1016
Equinor
EQNR
$62.1B
-3,547 Closed -$63K
EQR icon
1017
Equity Residential
EQR
$25.3B
-100 Closed -$7K
ERIE icon
1018
Erie Indemnity
ERIE
$18.5B
-124 Closed -$10K
ESS icon
1019
Essex Property Trust
ESS
$17.4B
-33 Closed -$7K
ESSA
1020
DELISTED
ESSA Bancorp
ESSA
-892 Closed -$11K
ETR icon
1021
Entergy
ETR
$39.3B
-145 Closed -$10K
EWA icon
1022
iShares MSCI Australia ETF
EWA
$1.54B
-713 Closed -$15K
EWC icon
1023
iShares MSCI Canada ETF
EWC
$3.23B
-464 Closed -$12K
EWD icon
1024
iShares MSCI Sweden ETF
EWD
$320M
-23 Closed -$1K
EWG icon
1025
iShares MSCI Germany ETF
EWG
$2.56B
-86 Closed -$2K