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
201
$1.26M 0.02%
8,104
-388
202
$1.25M 0.02%
30,358
-246
203
$1.24M 0.02%
5,510
-32
204
$1.22M 0.02%
22,793
+328
205
$1.19M 0.02%
8,523
206
$1.18M 0.02%
29,712
-1,204
207
$1.18M 0.02%
27,679
-824
208
$1.16M 0.02%
906
-2
209
$1.14M 0.02%
3,627
-30
210
$1.13M 0.02%
11,010
-1,000
211
$1.11M 0.02%
6,304
212
$1.09M 0.02%
9,171
-68
213
$1.08M 0.02%
1,424
+21
214
$1.03M 0.02%
14,974
-273
215
$1M 0.02%
12,955
216
$982K 0.02%
36,958
217
$979K 0.02%
17,782
218
$969K 0.02%
1,232
-16
219
$967K 0.02%
38,186
+5,850
220
$945K 0.01%
4,044
221
$926K 0.01%
9,992
222
$892K 0.01%
17,933
223
$891K 0.01%
25,030
-290
224
$878K 0.01%
1,873
225
$865K 0.01%
10,323
-2,943
7 8
9
10 11