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
101
$4.69M 0.07%
112,781
102
$4.61M 0.07%
54,629
103
$4.55M 0.07%
10,243
-19
104
$4.46M 0.07%
23,874
-151
105
$4.44M 0.07%
106,312
-19,211
106
$4.44M 0.07%
40,130
-805
107
$4.38M 0.07%
47,892
-1,991
108
$4.31M 0.07%
26,160
+4,300
109
$4.19M 0.07%
36,911
-209
110
$4.13M 0.06%
20,128
-642
111
$4.02M 0.06%
41,500
-9,250
112
$3.94M 0.06%
23,296
-782
113
$3.92M 0.06%
67,894
-38
114
$3.91M 0.06%
15,664
-435
115
$3.85M 0.06%
48,233
-4,503
116
$3.82M 0.06%
11,098
-23
117
$3.73M 0.06%
10,179
-547
118
$3.7M 0.06%
17,878
+67
119
$3.63M 0.06%
15,147
-2,000
120
$3.57M 0.06%
7,351
-258
121
$3.48M 0.05%
2,615
-48
122
$3.45M 0.05%
40,149
-680
123
$3.38M 0.05%
44,925
+420
124
$3.3M 0.05%
14,485
-279
125
$3.29M 0.05%
6,092
+212
3 4
5
6 7