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
151
$2.18M 0.03%
30,056
-1,041
152
$2.18M 0.03%
15,793
-1,830
153
$2.13M 0.03%
32,474
-881
154
$2.11M 0.03%
10,037
+1,218
155
$2.1M 0.03%
26,701
+285
156
$2.09M 0.03%
14,877
157
$2.09M 0.03%
+18,490
158
$2.05M 0.03%
11,238
-3,552
159
$2.03M 0.03%
4,355
-39
160
$1.99M 0.03%
22,511
-500
161
$1.97M 0.03%
25,716
162
$1.93M 0.03%
26,839
163
$1.91M 0.03%
14,457
164
$1.9M 0.03%
13,180
-12,980
165
$1.88M 0.03%
13,320
166
$1.88M 0.03%
3,253
167
$1.87M 0.03%
10,243
-388
168
$1.79M 0.03%
19,659
+129
169
$1.75M 0.03%
14,488
170
$1.74M 0.03%
15,083
-2,134
171
$1.73M 0.03%
7,168
172
$1.7M 0.03%
43,461
-1,859
173
$1.69M 0.03%
3,780
-13
174
$1.66M 0.03%
10,430
-2,614
175
$1.64M 0.03%
39,464
-12,211
5 6
7
8 9