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
376
$206K ﹤0.01%
+3,277
377
$205K ﹤0.01%
861
-20
378
$204K ﹤0.01%
2,295
379
$201K ﹤0.01%
1,695
-106
380
$186K ﹤0.01%
+43,806
381
$161K ﹤0.01%
16,302
+1,898
382
$147K ﹤0.01%
20,000
383
$134K ﹤0.01%
11,168
384
$91K ﹤0.01%
143,138
385
$67K ﹤0.01%
18,272
386
$57K ﹤0.01%
10,849
387
$52K ﹤0.01%
17,543
388
$48K ﹤0.01%
40,000
+20,000
389
$27K ﹤0.01%
268
390
$27K ﹤0.01%
+555
391
$13K ﹤0.01%
678
392
$9K ﹤0.01%
10,000
393
– –
-7,873
394
– –
-3,409
395
– –
-9,050
396
– –
-40,925
397
– –
-7,327
398
– –
-3,614
399
– –
-1,008
400
– –
-10,540
14 15
16
17 18