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
151
$2.11M 0.03%
26,451
-410
152
$2.08M 0.03%
12,762
-449
153
$2.02M 0.03%
41,446
-11,745
154
$2M 0.03%
7,168
155
$1.97M 0.03%
3,175
-25
156
$1.95M 0.03%
14,735
-1,283
157
$1.91M 0.03%
26,442
158
$1.9M 0.03%
14,488
159
$1.9M 0.03%
14,055
-60
160
$1.88M 0.03%
31,427
-894
161
$1.88M 0.03%
23,866
162
$1.87M 0.03%
13,939
-113
163
$1.84M 0.03%
16,001
164
$1.79M 0.03%
3,604
-176
165
$1.78M 0.03%
8,569
166
$1.78M 0.03%
13,770
167
$1.78M 0.03%
21,103
-50
168
$1.75M 0.03%
2,753
169
$1.74M 0.03%
10,436
+6
170
$1.74M 0.03%
6,020
-10
171
$1.72M 0.03%
8,096
-2,153
172
$1.71M 0.03%
9,648
-1,395
173
$1.69M 0.03%
29,462
-907
174
$1.67M 0.03%
12,601
175
$1.66M 0.02%
21,760
5 6
7
8 9