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
126
$3.26M 0.05%
77,354
-1,010
127
$3.19M 0.05%
54,815
-3,006
128
$3.17M 0.05%
72,042
-599
129
$3.13M 0.05%
82,479
-95,477
130
$3.08M 0.05%
53,191
-2,430
131
$3.02M 0.05%
35,866
-2,000
132
$3M 0.05%
16,928
-712
133
$2.85M 0.04%
14,790
+769
134
$2.85M 0.04%
31,111
-1,457
135
$2.81M 0.04%
121,128
-440
136
$2.8M 0.04%
51,675
-10,588
137
$2.8M 0.04%
4,612
-87
138
$2.79M 0.04%
30,944
-234
139
$2.75M 0.04%
28,460
-3,154
140
$2.75M 0.04%
27,721
-565
141
$2.73M 0.04%
47,841
142
$2.72M 0.04%
14,785
+725
143
$2.54M 0.04%
20,172
+1,742
144
$2.52M 0.04%
16,236
-1,651
145
$2.5M 0.04%
10,881
-39
146
$2.47M 0.04%
30,267
+4,700
147
$2.47M 0.04%
17,960
-595
148
$2.44M 0.04%
14,947
+19
149
$2.34M 0.04%
13,810
-257
150
$2.33M 0.04%
33,355
-1,265
4 5
6
7 8