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
101
$3.68M 0.21%
67,971
-2,466
102
$3.62M 0.2%
44,493
+606
103
$3.61M 0.2%
44,061
-46,304
104
$3.56M 0.2%
19
+3
105
$3.47M 0.19%
102,510
+310
106
$3.37M 0.19%
78,631
-4,083
107
$3.36M 0.19%
82,855
-11,600
108
$3.35M 0.19%
57,300
+3,500
109
$3.29M 0.18%
39,748
-1,754
110
$3.26M 0.18%
30,613
-1,485
111
$3.16M 0.18%
45,800
+1,000
112
$3.11M 0.17%
43,550
113
$3.07M 0.17%
58,233
114
$3.04M 0.17%
114,812
-23,860
115
$3.04M 0.17%
37,351
-2,136
116
$2.9M 0.16%
39,656
-9,215
117
$2.86M 0.16%
42,801
-1,255
118
$2.86M 0.16%
112,137
-67,122
119
$2.77M 0.16%
63,560
+22,360
120
$2.75M 0.15%
31,013
+16,367
121
$2.59M 0.15%
24,015
122
$2.58M 0.14%
54,057
+7,187
123
$2.54M 0.14%
48,971
+9,526
124
$2.53M 0.14%
199,990
-12,216
125
$2.48M 0.14%
73,460
+784
3 4
5
6 7