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
$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
351
$241K 0.01%
5,495
352
$239K 0.01%
973
353
$237K 0.01%
10,182
354
$236K 0.01%
1,516
355
$235K 0.01%
2,861
356
$234K ﹤0.01%
2,655
357
$229K ﹤0.01%
2,250
358
$229K ﹤0.01%
1,161
359
$228K ﹤0.01%
2,632
+332
360
$227K ﹤0.01%
3,910
361
$227K ﹤0.01%
3,212
-15,882
362
$223K ﹤0.01%
1,565
363
$223K ﹤0.01%
1,975
-600
364
$223K ﹤0.01%
3,758
365
$217K ﹤0.01%
1,051
-33
366
$217K ﹤0.01%
5,900
367
$217K ﹤0.01%
5,475
368
$216K ﹤0.01%
6,213
369
$216K ﹤0.01%
2,628
370
$214K ﹤0.01%
7,760
371
$212K ﹤0.01%
832
-55
372
$211K ﹤0.01%
1,795
+155
373
$211K ﹤0.01%
2,812
374
$210K ﹤0.01%
4,613
375
$209K ﹤0.01%
888
+100
13 14
15
16 17