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
51
$16.7M 0.26%
208,868
-4,698
52
$16.4M 0.26%
90,210
-2,106
53
$15.3M 0.24%
61,437
-566
54
$15.3M 0.24%
52,997
-20
55
$14.2M 0.22%
107,257
-3,790
56
$13M 0.2%
179,583
-50,117
57
$12.8M 0.2%
62,074
-1,155
58
$12.6M 0.2%
77,918
-17,658
59
$11.9M 0.19%
238,549
-13,180
60
$11.7M 0.18%
21,706
-225
61
$11.4M 0.18%
65,674
-56,010
62
$11.4M 0.18%
186,556
+252
63
$11.3M 0.18%
186,473
-15,587
64
$11.3M 0.18%
31,639
+751
65
$11.2M 0.18%
40,299
-2,094
66
$10.5M 0.17%
90,601
-26
67
$10.2M 0.16%
18,333
-1,717
68
$10M 0.16%
200,061
-1,999
69
$9.64M 0.15%
45,819
-521
70
$9.55M 0.15%
64,672
+1,060
71
$9.32M 0.15%
48,786
+1,334
72
$9.07M 0.14%
35,593
-587
73
$9.01M 0.14%
60,606
-2,377
74
$8.91M 0.14%
42,765
+5,692
75
$8.6M 0.13%
50,799
+29,843
1 2
3
4 5