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
151
$2.31M 0.04%
12,913
-599
152
$2.31M 0.04%
31,097
-1,932
153
$2.3M 0.04%
26,416
-153
154
$2.24M 0.04%
5,356
+49
155
$2.21M 0.03%
8,901
-439
156
$2.19M 0.03%
37,848
-128
157
$2.19M 0.03%
17,217
-585
158
$2.18M 0.03%
13,320
-137
159
$2.14M 0.03%
14,877
+17
160
$2.14M 0.03%
23,011
161
$2.01M 0.03%
17,623
162
$2M 0.03%
14,457
-256
163
$2M 0.03%
4,394
-576
164
$1.96M 0.03%
45,320
-1,078
165
$1.96M 0.03%
25,716
166
$1.94M 0.03%
10,631
167
$1.84M 0.03%
19,530
-30,439
168
$1.83M 0.03%
13,044
-417
169
$1.82M 0.03%
26,839
170
$1.82M 0.03%
8,819
-71
171
$1.81M 0.03%
22,290
172
$1.81M 0.03%
7,168
+56
173
$1.81M 0.03%
14,185
+427
174
$1.78M 0.03%
14,488
-1,125
175
$1.74M 0.03%
11,663
-45
5 6
7
8 9