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
$6.38B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.05M
3
+$3.8M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.45M
5
ARCC icon
Ares Capital
ARCC
+$3.11M

Top Sells

1
+$17M
2
+$11.5M
3
+$9.76M
4
AAPL icon
Apple
AAPL
+$9.48M
5
TDG icon
TransDigm Group
TDG
+$7.39M

Sector Composition

1 Technology 24.14%
2 Financials 17.15%
3 Consumer Discretionary 15.81%
4 Healthcare 9.58%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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40,250
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$526K 0.01%
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-23
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