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
151
$1.83M 0.04%
24,936
+1,500
152
$1.8M 0.04%
6,048
-47
153
$1.79M 0.04%
123,720
154
$1.77M 0.04%
10,451
-3,908
155
$1.76M 0.04%
15,972
+20
156
$1.72M 0.04%
26,664
-3,438
157
$1.68M 0.04%
41,080
+2,865
158
$1.65M 0.03%
17,584
-11
159
$1.64M 0.03%
12,008
-891
160
$1.63M 0.03%
11,845
-725
161
$1.62M 0.03%
11,896
-110
162
$1.58M 0.03%
22,044
+8,173
163
$1.55M 0.03%
39,450
+65
164
$1.54M 0.03%
14,909
-6,000
165
$1.52M 0.03%
23,719
-909
166
$1.52M 0.03%
17,368
-15,180
167
$1.51M 0.03%
11,488
168
$1.5M 0.03%
18,733
-3,699
169
$1.47M 0.03%
10,850
-1,550
170
$1.47M 0.03%
10,208
-31,274
171
$1.46M 0.03%
50,000
+20,000
172
$1.45M 0.03%
4,449
-108
173
$1.44M 0.03%
19,985
+1,425
174
$1.43M 0.03%
35,737
-133
175
$1.43M 0.03%
6,450
+26
5 6
7
8 9