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
126
$2.73M 0.06%
19,363
-162
127
$2.7M 0.06%
23,232
128
$2.69M 0.06%
52,540
-500
129
$2.6M 0.05%
28,164
-369
130
$2.6M 0.05%
72,430
+3,336
131
$2.52M 0.05%
54,771
-3,544
132
$2.5M 0.05%
45,206
-1,642
133
$2.47M 0.05%
76,780
134
$2.45M 0.05%
23,319
-2,963
135
$2.43M 0.05%
14,161
-1,235
136
$2.43M 0.05%
20,667
-317
137
$2.4M 0.05%
34,765
-2,128
138
$2.26M 0.05%
10,159
-79
139
$2.25M 0.05%
6,423
-24,741
140
$2.14M 0.05%
50,805
141
$2.12M 0.04%
15,304
+230
142
$2.11M 0.04%
24,897
-6,000
143
$2.03M 0.04%
57,050
-535
144
$2.01M 0.04%
51,222
-1,429
145
$1.98M 0.04%
28,043
146
$1.94M 0.04%
13,350
+88
147
$1.93M 0.04%
4,492
-50
148
$1.9M 0.04%
43,500
-131,324
149
$1.89M 0.04%
10,590
-1,187
150
$1.87M 0.04%
30,081
-100
4 5
6
7 8