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
76
$6.5M 0.14%
28,959
-228
77
$6.46M 0.14%
158,229
+4,676
78
$6.42M 0.14%
102,062
-3,550
79
$6.1M 0.13%
30,665
-62
80
$6.06M 0.13%
78,269
+10,000
81
$5.8M 0.12%
83,069
-2,317
82
$5.68M 0.12%
182,503
-10,428
83
$5.63M 0.12%
150,463
-60,285
84
$5.5M 0.12%
30,173
-337
85
$5.45M 0.11%
58,802
-4,817
86
$5.44M 0.11%
70,633
-355
87
$5.41M 0.11%
129,870
-1,126
88
$5.37M 0.11%
10,003
89
$5.36M 0.11%
30,461
-230
90
$5.23M 0.11%
21,505
-53
91
$5.1M 0.11%
100,533
-21,194
92
$4.87M 0.1%
39,974
-2,700
93
$4.54M 0.1%
49,923
-2,810
94
$4.34M 0.09%
33,987
95
$4.32M 0.09%
33,987
+400
96
$4.32M 0.09%
3,760
-50
97
$4.21M 0.09%
10,805
-3,463
98
$4.09M 0.09%
185,000
-10,000
99
$4.05M 0.09%
41,024
-700
100
$4.04M 0.09%
8,627
-542
2 3
4
5 6