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
126
$3.12M 0.05%
30,837
-274
127
$3.1M 0.05%
44,040
-885
128
$3.06M 0.05%
74,541
-2,813
129
$3.05M 0.05%
121,128
130
$3.03M 0.05%
4,495
-117
131
$2.99M 0.05%
30,844
-100
132
$2.97M 0.05%
36,675
+809
133
$2.9M 0.05%
5,955
-137
134
$2.71M 0.04%
27,017
-1,443
135
$2.7M 0.04%
53,191
136
$2.7M 0.04%
45,666
-2,567
137
$2.67M 0.04%
27,712
-9
138
$2.48M 0.04%
16,726
-202
139
$2.44M 0.04%
17,811
-149
140
$2.4M 0.04%
5,306
-50
141
$2.39M 0.04%
13,543
-1,404
142
$2.37M 0.04%
27,610
-2,657
143
$2.36M 0.04%
12,912
-1,873
144
$2.35M 0.04%
19,314
-858
145
$2.34M 0.04%
16,073
-163
146
$2.29M 0.04%
13,211
-599
147
$2.26M 0.04%
8,406
-495
148
$2.25M 0.04%
12,873
-40
149
$2.23M 0.04%
37,554
-294
150
$2.21M 0.03%
10,881
4 5
6
7 8