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
1
$48M 2.69%
2,503,256
-279,720
2
$39.9M 2.24%
1,437,729
-99,732
3
$37.3M 2.09%
499,006
-24,624
4
$36M 2.02%
1,188,824
-26,728
5
$33.5M 1.88%
342,719
-29,453
6
$31.4M 1.76%
382,781
+9,023
7
$30.9M 1.73%
316,889
+968
8
$30.5M 1.71%
372,802
-10,652
9
$30M 1.68%
379,805
+4,871
10
$29.6M 1.66%
298,497
+6,738
11
$28M 1.57%
476,485
-30,862
12
$27.9M 1.56%
309,497
-12,469
13
$26.9M 1.51%
658,135
+10,272
14
$26.7M 1.5%
363,382
+15,180
15
$26.5M 1.48%
330,569
-16,657
16
$25.6M 1.44%
205,374
-2,406
17
$25.3M 1.42%
429,200
-2,500
18
$24.8M 1.39%
1,331,480
-31,000
19
$23.9M 1.34%
301,783
+215,973
20
$23.8M 1.34%
869,652
+277,350
21
$23.5M 1.32%
133,059
-2,578
22
$23.4M 1.31%
238,215
-14,245
23
$22.9M 1.28%
42,565
-1,226
24
$22.7M 1.27%
241,616
-12,362
25
$22.3M 1.25%
187,550
-36,350
1
2 3 4 5