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
126
$2.42M 0.14%
106,110
-36,700
127
$2.28M 0.13%
30,420
128
$2.24M 0.13%
30,345
+4,875
129
$2.23M 0.13%
44,415
+150
130
$2.08M 0.12%
14,392
-1,542
131
$1.95M 0.11%
81,508
+4,332
132
$1.9M 0.11%
46,258
-15,869
133
$1.9M 0.11%
22,845
-308,755
134
$1.9M 0.11%
37,648
+1,785
135
$1.81M 0.1%
32,908
+1,340
136
$1.8M 0.1%
37,060
-695
137
$1.76M 0.1%
67,487
-930
138
$1.75M 0.1%
26,664
-1,300
139
$1.74M 0.1%
69,852
-6,200
140
$1.73M 0.1%
+444,274
141
$1.72M 0.1%
44,580
+3,860
142
$1.71M 0.1%
27,827
-1,278
143
$1.69M 0.09%
35,692
-2,633
144
$1.68M 0.09%
71,800
+8,400
145
$1.67M 0.09%
8,895
+945
146
$1.63M 0.09%
23,356
-23,400
147
$1.61M 0.09%
52,922
+51,714
148
$1.59M 0.09%
12,910
+300
149
$1.57M 0.09%
33,122
+10,432
150
$1.5M 0.08%
28,965
4 5
6
7 8