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
176
$1.65M 0.02%
29,208
-667
177
$1.65M 0.02%
8,532
+152
178
$1.64M 0.02%
13,512
179
$1.62M 0.02%
80,710
-4,881
180
$1.57M 0.02%
41,899
-768
181
$1.57M 0.02%
5,362
-505
182
$1.5M 0.02%
13,339
-232
183
$1.47M 0.02%
35,624
184
$1.46M 0.02%
35,020
185
$1.45M 0.02%
+53,090
186
$1.44M 0.02%
12,624
187
$1.43M 0.02%
7,105
188
$1.42M 0.02%
7,963
-3,000
189
$1.4M 0.02%
4,192
-75
190
$1.39M 0.02%
4,887
+1
191
$1.38M 0.02%
14,950
+2
192
$1.38M 0.02%
11,737
+345
193
$1.38M 0.02%
7,333
194
$1.37M 0.02%
5,187
-76
195
$1.35M 0.02%
13,620
+159
196
$1.35M 0.02%
1,431
197
$1.31M 0.02%
16,663
-1,270
198
$1.31M 0.02%
1,232
199
$1.27M 0.02%
26,638
-147
200
$1.27M 0.02%
9,078
6 7
8
9 10