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
176
$1.63M 0.03%
6,170
177
$1.61M 0.03%
14,095
-90
178
$1.58M 0.02%
22,190
-100
179
$1.57M 0.02%
8,681
-255
180
$1.56M 0.02%
10,233
-212
181
$1.53M 0.02%
5,263
-80
182
$1.52M 0.02%
13,512
183
$1.52M 0.02%
10,963
-700
184
$1.52M 0.02%
9,348
+1,638
185
$1.52M 0.02%
7,105
186
$1.5M 0.02%
13,771
-490
187
$1.49M 0.02%
2,939
-20
188
$1.48M 0.02%
35,624
189
$1.42M 0.02%
13,921
-3,267
190
$1.42M 0.02%
5,867
191
$1.37M 0.02%
1,305
192
$1.36M 0.02%
2,625
-417
193
$1.34M 0.02%
4,342
194
$1.34M 0.02%
18,900
195
$1.34M 0.02%
35,020
-2,890
196
$1.32M 0.02%
5,772
-378
197
$1.29M 0.02%
9,331
198
$1.28M 0.02%
11,392
+2,828
199
$1.27M 0.02%
4,886
-403
200
$1.26M 0.02%
30,369
6 7
8
9 10