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
101
$4.81M 0.07%
43,165
-1,258
102
$4.74M 0.07%
38,550
-4,000
103
$4.71M 0.07%
44,947
-835
104
$4.64M 0.07%
105,355
+4,482
105
$4.52M 0.07%
36,466
106
$4.47M 0.07%
41,500
107
$4.46M 0.07%
23,396
-7,095
108
$4.43M 0.07%
10,802
109
$4.36M 0.07%
37,846
+44
110
$4.36M 0.07%
19,286
-150
111
$4.34M 0.07%
62,509
-2,264
112
$4.31M 0.06%
82,935
+6,300
113
$4.23M 0.06%
7,226
+79
114
$4.22M 0.06%
17,601
-227
115
$4.16M 0.06%
14,031
+343
116
$4.05M 0.06%
39,174
117
$4.01M 0.06%
4,495
118
$3.94M 0.06%
14,607
-540
119
$3.89M 0.06%
14,731
-980
120
$3.82M 0.06%
86,838
-1,080
121
$3.81M 0.06%
143,736
-29,647
122
$3.69M 0.06%
10,167
+194
123
$3.64M 0.05%
53,335
-1,000
124
$3.53M 0.05%
73,036
-1,525
125
$3.43M 0.05%
22,299
-11
3 4
5
6 7