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
376
$241K ﹤0.01%
+4,150
377
$240K ﹤0.01%
888
-9
378
$240K ﹤0.01%
2,724
-925
379
$240K ﹤0.01%
5,100
380
$234K ﹤0.01%
1,073
-170
381
$234K ﹤0.01%
10,791
-590
382
$233K ﹤0.01%
+54,135
383
$231K ﹤0.01%
4,830
384
$229K ﹤0.01%
3,502
-60
385
$228K ﹤0.01%
+2,213
386
$228K ﹤0.01%
20,000
387
$225K ﹤0.01%
3,913
388
$224K ﹤0.01%
467
-125
389
$220K ﹤0.01%
2,740
-406
390
$219K ﹤0.01%
+3,972
391
$218K ﹤0.01%
+825
392
$218K ﹤0.01%
+2,489
393
$217K ﹤0.01%
1,194
-19
394
$215K ﹤0.01%
6,897
395
$215K ﹤0.01%
2,992
-26
396
$214K ﹤0.01%
1,326
397
$212K ﹤0.01%
+1,639
398
$211K ﹤0.01%
+20,580
399
$210K ﹤0.01%
+8,211
400
$207K ﹤0.01%
+1,320
14 15
16
17 18