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
26
$95.3M 1.49%
939,470
+14,960
27
$94.5M 1.48%
113,371
-61
28
$93.8M 1.47%
345,263
+6,553
29
$93.6M 1.47%
332,045
-641
30
$90.6M 1.42%
123,643
-5,812
31
$89.7M 1.41%
623,532
+26,417
32
$81M 1.27%
1,121,943
+47,788
33
$76.7M 1.2%
220,893
-131
34
$75.7M 1.19%
592,229
+49,874
35
$71.4M 1.12%
136,576
-10,459
36
$59.6M 0.93%
634,571
-8,808
37
$57.5M 0.9%
364,316
+19,304
38
$56.5M 0.89%
139,931
+2,776
39
$49.1M 0.77%
389,055
+21,147
40
$44.5M 0.7%
1,281,221
+6,703
41
$37.8M 0.59%
108,712
+475
42
$36.7M 0.58%
69,793
-7,646
43
$32.4M 0.51%
204,801
-4,342
44
$31.5M 0.49%
40,538
-5,469
45
$31.2M 0.49%
55,570
-1,949
46
$28.4M 0.45%
677,118
-9,240
47
$26.4M 0.41%
54,831
-278
48
$21M 0.33%
120,053
-2,886
49
$19.8M 0.31%
58,608
-4,861
50
$16.9M 0.26%
82,035
-506
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