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
151
$1.49M 0.08%
4,864
-135
152
$1.48M 0.08%
59,332
153
$1.48M 0.08%
19,188
-6,052
154
$1.45M 0.08%
15,874
-10,954
155
$1.44M 0.08%
16,096
-1,100
156
$1.41M 0.08%
39,070
-6,200
157
$1.4M 0.08%
29,291
+73
158
$1.38M 0.08%
12,707
+795
159
$1.37M 0.08%
+23,975
160
$1.35M 0.08%
+20,000
161
$1.35M 0.08%
28,619
-12,087
162
$1.3M 0.07%
10,808
+1,497
163
$1.29M 0.07%
113,200
+20,328
164
$1.26M 0.07%
14,788
-10
165
$1.25M 0.07%
176,600
-42,000
166
$1.21M 0.07%
14,275
-75
167
$1.19M 0.07%
13,675
+1,549
168
$1.18M 0.07%
25,420
+3,270
169
$1.17M 0.07%
11,770
-3,720
170
$1.16M 0.06%
50,100
171
$1.14M 0.06%
16,078
+6,276
172
$1.12M 0.06%
7,000
-500
173
$1.11M 0.06%
29,712
-42,400
174
$1.11M 0.06%
34,327
-61,591
175
$1.1M 0.06%
18,282
-4,785
5 6
7
8 9