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
201
$1.27M 0.02%
3,814
202
$1.23M 0.02%
5,772
203
$1.22M 0.02%
9,335
204
$1.2M 0.02%
15,781
205
$1.2M 0.02%
22,896
+103
206
$1.17M 0.02%
13,709
-5,725
207
$1.16M 0.02%
6,304
208
$1.15M 0.02%
906
209
$1.12M 0.02%
27,893
210
$1.08M 0.02%
5,140
211
$1.08M 0.02%
8,922
212
$1.06M 0.02%
2,534
-86
213
$1.05M 0.02%
24,828
214
$1.03M 0.02%
37,120
-2,448
215
$1.02M 0.02%
12,444
-111
216
$1.02M 0.02%
6,123
-800
217
$1.01M 0.02%
17,782
218
$1M 0.02%
906
219
$979K 0.01%
197
220
$973K 0.01%
36,958
221
$951K 0.01%
10,651
+5
222
$948K 0.01%
2,238
+1
223
$944K 0.01%
2,869
+1
224
$927K 0.01%
1,302
-3
225
$904K 0.01%
17,046
+3,546
7 8
9
10 11