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
76
$8.6M 0.13%
412,827
+149,282
77
$8.48M 0.13%
67,549
-360
78
$8.13M 0.13%
26,992
-745
79
$7.62M 0.12%
43,320
+3,331
80
$7.39M 0.12%
27,539
-285
81
$7.12M 0.11%
111,350
+43,733
82
$7.05M 0.11%
28,674
-240
83
$6.98M 0.11%
11
-2
84
$6.92M 0.11%
70,904
-1,913
85
$6.84M 0.11%
51,610
-110
86
$6.52M 0.1%
39,774
-150
87
$6.4M 0.1%
219,233
-19,157
88
$6.32M 0.1%
25,314
-412
89
$6.32M 0.1%
27,638
-1,093
90
$6M 0.09%
102,261
-828
91
$5.91M 0.09%
48,271
-1,892
92
$5.74M 0.09%
206,890
-10,464
93
$5.72M 0.09%
20,117
-466
94
$5.14M 0.08%
49,248
-2,421
95
$5.06M 0.08%
42,550
-6,167
96
$4.97M 0.08%
112,618
-4,555
97
$4.96M 0.08%
82,463
+26
98
$4.91M 0.08%
21,253
-106
99
$4.9M 0.08%
36,557
-16,000
100
$4.82M 0.08%
18,542
-140
2 3
4
5 6