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
176
$1.1M 0.06%
6,725
+953
177
$1.07M 0.06%
27,030
+4,025
178
$1.07M 0.06%
19,781
-255,451
179
$1.06M 0.06%
11,011
-1,390
180
$1.06M 0.06%
28,187
181
$1.06M 0.06%
28,785
-22,680
182
$1.04M 0.06%
15,714
-2,326
183
$1.03M 0.06%
3,295
-120
184
$1.01M 0.06%
20,800
+2,100
185
$993K 0.06%
14,008
-800
186
$992K 0.06%
8,741
-545
187
$991K 0.06%
8,696
-213
188
$986K 0.06%
14,082
+7,582
189
$974K 0.05%
20,140
-6,706
190
$968K 0.05%
16,294
-5,800
191
$931K 0.05%
9,580
+350
192
$912K 0.05%
37,670
-22,510
193
$906K 0.05%
8,982
-175
194
$902K 0.05%
16,736
-4,796
195
$900K 0.05%
13,604
-14,824
196
$896K 0.05%
19,265
+7,848
197
$872K 0.05%
88,140
198
$836K 0.05%
11,137
+370
199
$819K 0.05%
7,748
+312
200
$801K 0.04%
67,400
6 7
8
9 10