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
1
$438M 6.56%
1,749,350
-15,004
2
$367M 5.5%
870,960
-2,778
3
$317M 4.75%
2,362,556
-40,227
4
$268M 4.01%
1,220,590
-1,199
5
$241M 3.61%
1,399,444
-72,487
6
$230M 3.45%
436,895
-1,916
7
$195M 2.92%
1,023,871
-6,942
8
$184M 2.76%
57,512
-379
9
$182M 2.73%
467,793
-173
10
$174M 2.61%
344,650
-3,027
11
$160M 2.4%
1,274,422
-8,364
12
$156M 2.34%
650,873
-5,275
13
$155M 2.32%
819,701
+6,047
14
$155M 2.32%
298,083
-911
15
$149M 2.24%
2,762,209
-20,769
16
$145M 2.17%
1,103,209
-75,685
17
$135M 2.02%
383,099
-7,499
18
$127M 1.9%
279,442
-3,874
19
$125M 1.88%
453,852
+2,921
20
$121M 1.81%
845,326
+8,341
21
$119M 1.78%
115,662
-413
22
$106M 1.59%
877,000
+1,191
23
$105M 1.57%
114,472
-1,327
24
$104M 1.55%
232,786
-844
25
$91.2M 1.37%
524,066
-12,051
1
2 3 4 5