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
201
$795K 0.04%
12,124
-8,042
202
$790K 0.04%
26,000
-300
203
$788K 0.04%
46,740
-132,200
204
$780K 0.04%
17,700
-2,300
205
$754K 0.04%
22,954
+5,698
206
$749K 0.04%
12,365
-9,497
207
$749K 0.04%
22,211
-454
208
$741K 0.04%
8,950
209
$725K 0.04%
7,492
-266
210
$722K 0.04%
21,967
211
$715K 0.04%
1,755
-35
212
$715K 0.04%
8,300
213
$711K 0.04%
4,781
+181
214
$709K 0.04%
6,437
+45
215
$707K 0.04%
17,830
-116,463
216
$702K 0.04%
17,558
+2,007
217
$701K 0.04%
20,062
-700
218
$700K 0.04%
9,963
+443
219
$698K 0.04%
5,866
220
$690K 0.04%
20,013
-26,561
221
$687K 0.04%
7,051
222
$686K 0.04%
5,230
-7,050
223
$678K 0.04%
8,528
+397
224
$663K 0.04%
10,718
+10,675
225
$659K 0.04%
11,900
7 8
9
10 11