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
$4.74B
AUM Growth
-$912M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$32.9M
3
+$3.82M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$2.56M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.64M

Top Sells

1
+$13.1M
2
+$11.9M
3
+$10.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$8.68M
5
AAPL icon
Apple
AAPL
+$8.07M

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
26
$67.5M 1.42%
110,822
+259
27
$67.2M 1.42%
597,154
+5,884
28
$65.2M 1.37%
1,122,022
-24,505
29
$61.1M 1.29%
127,415
-8,602
30
$57.6M 1.21%
563,321
-29,502
31
$56.5M 1.19%
1,051,356
+19,103
32
$55.3M 1.17%
935,535
+43,240
33
$53.3M 1.12%
235,090
-3,153
34
$49.8M 1.05%
890,870
+2,694
35
$48.2M 1.02%
127,827
-4,065
36
$44.5M 0.94%
471,744
-5,718
37
$44.2M 0.93%
+209,791
38
$42M 0.88%
1,428,709
-97,808
39
$41.7M 0.88%
639,156
-13,579
40
$41.5M 0.87%
173,298
-1,354
41
$40M 0.84%
225,343
-73,552
42
$37.3M 0.79%
94,406
-13,662
43
$35.4M 0.75%
2,332,360
+2,167,230
44
$30.3M 0.64%
79,790
-259
45
$27.1M 0.57%
121,141
-6,500
46
$23.8M 0.5%
692,977
+612
47
$22.7M 0.48%
136,286
-4,038
48
$17.1M 0.36%
117,944
+9,559
49
$16.2M 0.34%
95,959
50
$16.2M 0.34%
255,850
-59
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