EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.74B
AUM Growth
-$912M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$32.9M
3
+$3.82M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$2.56M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.64M

Top Sells

1
+$13.1M
2
+$11.9M
3
+$10.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$8.68M
5
AAPL icon
Apple
AAPL
+$8.07M

Sector Composition

1 Technology 23.84%
2 Financials 15.88%
3 Consumer Discretionary 14.73%
4 Healthcare 12.62%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$776K 0.02%
17,782
227
$762K 0.02%
2,543
228
$760K 0.02%
3,711
229
$757K 0.02%
43,260
-3,130
230
$752K 0.02%
1,272
-6
231
$748K 0.02%
40,110
232
$743K 0.02%
9,857
-870
233
$742K 0.02%
10,000
234
$740K 0.02%
36,139
235
$713K 0.02%
7,434
-11
236
$712K 0.02%
7,560
-4,150
237
$711K 0.02%
138,828
238
$706K 0.01%
3,248
239
$698K 0.01%
8,174
240
$683K 0.01%
6,206
-342
241
$681K 0.01%
21,436
+1,000
242
$679K 0.01%
4,564
243
$679K 0.01%
4,031
-183
244
$668K 0.01%
15,990
-600
245
$651K 0.01%
10,565
-775
246
$637K 0.01%
16,792
-193
247
$627K 0.01%
8,437
+1,700
248
$626K 0.01%
11,268
-2,078
249
$624K 0.01%
2,027
250
$620K 0.01%
2,352
+129
8 9
10
11 12