We are live on ! Find out more
EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
401
– –
-40,925
402
– –
-7,327
403
– –
-3,614
404
– –
-5,000
405
– –
-7,873
406
– –
-3,409
407
– –
-9,050
408
– –
-4,140
409
– –
-3,411
410
– –
-3,972
411
– –
-591
412
– –
-15,768
413
– –
-2,889
414
– –
-14,150
415
– –
-7,520
416
– –
-5,354
417
– –
-10,540
418
– –
-7,200
419
– –
-8,293
420
– –
-3,100
421
– –
-8,000
422
– –
-1,505
423
– –
-1,891
424
– –
-2,697
425
– –
-11,198
14 15 16
17
18