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
126
$3.35M 0.05%
42,405
127
$3.31M 0.05%
17,362
+2,812
128
$3.12M 0.05%
34,203
-1,935
129
$3.09M 0.05%
46,771
130
$3.01M 0.05%
2,459
-65
131
$3M 0.05%
5,246
132
$3M 0.05%
24,943
+1
133
$2.89M 0.04%
38,186
134
$2.85M 0.04%
32,197
-3,028
135
$2.69M 0.04%
24,983
-584
136
$2.64M 0.04%
11,752
-330
137
$2.63M 0.04%
10,914
+9
138
$2.62M 0.04%
17,601
-210
139
$2.6M 0.04%
36,995
-209
140
$2.57M 0.04%
28,248
-100
141
$2.55M 0.04%
11,538
-2,000
142
$2.54M 0.04%
27,468
-4
143
$2.46M 0.04%
5,951
-4
144
$2.43M 0.04%
25,098
-2,207
145
$2.43M 0.04%
12,387
+2,144
146
$2.27M 0.03%
12,287
-308
147
$2.26M 0.03%
14,377
-500
148
$2.26M 0.03%
17,132
-900
149
$2.13M 0.03%
4,375
+20
150
$2.11M 0.03%
30,079
+23
4 5
6
7 8