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
1
$398M 6.26%
890,240
-14,851
2
$375M 5.9%
1,780,124
-26,777
3
$295M 4.65%
2,388,900
-17,320
4
$233M 3.67%
1,206,181
-14,634
5
$196M 3.08%
443,152
-5,511
6
$193M 3.04%
1,562,173
-27,843
7
$192M 3.01%
1,044,198
-12,561
8
$179M 2.82%
352,108
+9,843
9
$173M 2.72%
58,337
-218
10
$167M 2.63%
302,327
-3,317
11
$163M 2.57%
473,884
-2,907
12
$150M 2.37%
825,264
-10,946
13
$134M 2.11%
663,615
+33,218
14
$128M 2.01%
229,928
-1,102
15
$126M 1.98%
1,292,178
-6,387
16
$121M 1.9%
540,415
-938
17
$121M 1.9%
2,840,320
-18,134
18
$121M 1.9%
871,875
+5,936
19
$120M 1.89%
395,676
-2,483
20
$117M 1.84%
288,078
-3,358
21
$116M 1.83%
456,467
+415
22
$107M 1.68%
1,198,105
-2,393
23
$104M 1.64%
944,671
+5,201
24
$102M 1.61%
120,014
-3,629
25
$92.3M 1.45%
632,452
+8,920
1
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