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
401
$205K ﹤0.01%
+3,588
402
$204K ﹤0.01%
+1,286
403
$204K ﹤0.01%
1,760
404
$202K ﹤0.01%
+25
405
$201K ﹤0.01%
195,000
+50,000
406
$200K ﹤0.01%
8,393
407
$185K ﹤0.01%
17,780
+710
408
$172K ﹤0.01%
37,250
+5,000
409
$168K ﹤0.01%
+16,550
410
$139K ﹤0.01%
13,210
411
$122K ﹤0.01%
10,998
412
$121K ﹤0.01%
11,500
413
$121K ﹤0.01%
22,492
414
$105K ﹤0.01%
+10,000
415
$104K ﹤0.01%
13,688
-1,000
416
$79.2K ﹤0.01%
10,849
417
$68.8K ﹤0.01%
20,000
418
$58.8K ﹤0.01%
2,667
419
$26.8K ﹤0.01%
578
420
$1.85K ﹤0.01%
10,300
421
$228 ﹤0.01%
10,300
422
– –
-13,425
423
– –
-6,131
424
– –
-8,647
425
– –
-2,504
15 16
17
18 19