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
101
$3.99M 0.08%
43,045
+140
102
$3.92M 0.08%
39,024
+8,952
103
$3.9M 0.08%
47,841
104
$3.83M 0.08%
48,717
-3,590
105
$3.82M 0.08%
+31,952
106
$3.75M 0.08%
34,636
-4,458
107
$3.65M 0.08%
21,207
108
$3.65M 0.08%
47,733
-2,992
109
$3.55M 0.07%
145,798
-666
110
$3.5M 0.07%
44,001
+56
111
$3.43M 0.07%
19,712
112
$3.41M 0.07%
22,161
-1,738
113
$3.35M 0.07%
17,737
114
$3.29M 0.07%
57,687
115
$3.25M 0.07%
23,644
-189
116
$3.24M 0.07%
79,929
-2,337
117
$3.24M 0.07%
16,427
+105
118
$3.23M 0.07%
102,591
+750
119
$3.22M 0.07%
64,478
-3,076
120
$3.15M 0.07%
29,344
+8
121
$3M 0.06%
33,447
-557
122
$2.87M 0.06%
35,812
-784
123
$2.86M 0.06%
47,423
124
$2.84M 0.06%
20,115
-2,579
125
$2.82M 0.06%
16,860
3 4
5
6 7