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
101
$4.65M 0.07%
43,594
+3,464
102
$4.58M 0.07%
42,550
103
$4.56M 0.07%
45,891
-2,380
104
$4.55M 0.07%
22,821
-475
105
$4.49M 0.07%
66,678
-1,216
106
$4.31M 0.07%
20,200
+72
107
$4.31M 0.07%
23,674
-200
108
$4.12M 0.06%
11,014
-84
109
$4.05M 0.06%
36,729
-182
110
$4.02M 0.06%
16,586
+922
111
$3.98M 0.06%
36,540
-17
112
$3.78M 0.06%
15,147
113
$3.71M 0.06%
17,840
-38
114
$3.65M 0.06%
2,611
-4
115
$3.63M 0.06%
7,195
-156
116
$3.59M 0.06%
40,149
117
$3.53M 0.06%
88,682
+6,203
118
$3.46M 0.05%
54,815
119
$3.44M 0.05%
74,635
+2,593
120
$3.44M 0.05%
41,500
121
$3.37M 0.05%
10,122
-57
122
$3.3M 0.05%
106,668
-5,950
123
$3.3M 0.05%
14,248
-237
124
$3.21M 0.05%
47,436
-405
125
$3.17M 0.05%
40,704
-7,188
3 4
5
6 7