EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$51.6M
2
+$40.9M
3
+$4.49M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$2.72M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.88M

Top Sells

1
+$13.1M
2
+$11.6M
3
+$10.7M
4
IDXX icon
Idexx Laboratories
IDXX
+$10.1M
5
NET icon
Cloudflare
NET
+$9.46M

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
– –
-1,364
394
– –
-933
395
– –
-1,008
396
– –
-10,540
397
– –
-7,200
398
– –
-8,293
399
– –
-3,100
400
– –
-8,000
14 15
16
17 18