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
351
$284K ﹤0.01%
4,496
-657
352
$283K ﹤0.01%
1,038
353
$281K ﹤0.01%
2,135
+85
354
$280K ﹤0.01%
4,360
355
$278K ﹤0.01%
2,760
-295
356
$277K ﹤0.01%
4,000
357
$276K ﹤0.01%
5,612
-2,180
358
$276K ﹤0.01%
1,058
-116
359
$275K ﹤0.01%
5,230
360
$272K ﹤0.01%
4,711
+15
361
$270K ﹤0.01%
3,654
+24
362
$265K ﹤0.01%
3,574
-102
363
$265K ﹤0.01%
+463
364
$264K ﹤0.01%
1,336
-53
365
$260K ﹤0.01%
3,449
366
$259K ﹤0.01%
1,777
-126
367
$258K ﹤0.01%
17,543
368
$254K ﹤0.01%
4,950
-392
369
$251K ﹤0.01%
1,622
-140
370
$250K ﹤0.01%
1,880
-19
371
$248K ﹤0.01%
5,239
+96
372
$246K ﹤0.01%
6,000
373
$244K ﹤0.01%
11,187
374
$244K ﹤0.01%
23,480
+740
375
$243K ﹤0.01%
5,969
-2,849
13 14
15
16 17