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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
426
– –
-22,425
427
– –
-3,305
428
– –
-138
429
– –
-1,235
430
– –
-23,532
431
– –
-1,228
432
– –
-12,282
433
– –
-2,237
434
– –
-2,019
435
– –
-576
436
– –
-1,705
437
– –
-1,364
438
– –
-933
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