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
176
$1.42M 0.03%
9,591
177
$1.41M 0.03%
12,400
-328
178
$1.4M 0.03%
8,859
-48
179
$1.35M 0.03%
33,786
-4,987
180
$1.32M 0.03%
27,210
+320
181
$1.31M 0.03%
3,881
182
$1.29M 0.03%
21,923
-634
183
$1.26M 0.03%
36,124
184
$1.26M 0.03%
32,929
185
$1.25M 0.03%
17,583
-500
186
$1.23M 0.03%
7,933
187
$1.21M 0.03%
4,923
-1,378
188
$1.2M 0.03%
13,346
-220
189
$1.18M 0.03%
12,537
-212
190
$1.18M 0.02%
10,421
191
$1.18M 0.02%
21,725
+1,300
192
$1.17M 0.02%
+11,005
193
$1.17M 0.02%
9,618
-142
194
$1.16M 0.02%
8,529
195
$1.15M 0.02%
37,590
196
$1.13M 0.02%
4,031
197
$1.11M 0.02%
13,762
198
$1.1M 0.02%
26,116
+14,129
199
$1.09M 0.02%
18,900
200
$1.09M 0.02%
6,772
-5,444
6 7
8
9 10