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
51
$16.1M 0.34%
49,645
-1,634
52
$15.1M 0.32%
98,869
-601
53
$15.1M 0.32%
69,230
-2,307
54
$14.7M 0.31%
235,069
-6,820
55
$14.6M 0.31%
42,197
+336
56
$14.6M 0.31%
69,325
-4,905
57
$14.1M 0.3%
268,619
-2,178
58
$13.9M 0.29%
96,950
-2,431
59
$12.6M 0.27%
296,017
-59,404
60
$10.6M 0.22%
51,051
+10
61
$10.1M 0.21%
111,048
-835
62
$9.1M 0.19%
46,207
-39
63
$8.42M 0.18%
25,803
-325
64
$8.39M 0.18%
20,283
-80
65
$8.24M 0.17%
64,278
-2,407
66
$7.92M 0.17%
174,960
-5,565
67
$7.75M 0.16%
44,354
-140
68
$7.61M 0.16%
35,672
-2,693
69
$7.54M 0.16%
88,060
-7,089
70
$7.52M 0.16%
41,190
-185
71
$7.35M 0.16%
43,410
-207
72
$7.04M 0.15%
73,282
+170
73
$6.95M 0.15%
17
+4
74
$6.54M 0.14%
29,089
-52
75
$6.51M 0.14%
39,479
+80
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3
4 5