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
176
$1.71M 0.03%
3,253
177
$1.66M 0.03%
10,445
-89
178
$1.64M 0.03%
2,959
+12
179
$1.61M 0.03%
3,793
-135
180
$1.58M 0.02%
8,936
-195
181
$1.58M 0.02%
5,867
182
$1.57M 0.02%
14,261
-815
183
$1.53M 0.02%
6,170
184
$1.52M 0.02%
17,188
-3,771
185
$1.51M 0.02%
7,105
-26
186
$1.51M 0.02%
3,042
-100
187
$1.51M 0.02%
5,343
-12
188
$1.49M 0.02%
37,910
189
$1.48M 0.02%
13,512
190
$1.46M 0.02%
35,624
191
$1.39M 0.02%
7,710
192
$1.38M 0.02%
30,916
-3,048
193
$1.37M 0.02%
8,492
-331
194
$1.34M 0.02%
18,900
195
$1.32M 0.02%
5,289
-277
196
$1.3M 0.02%
4,342
-370
197
$1.28M 0.02%
30,604
-855
198
$1.27M 0.02%
30,369
199
$1.26M 0.02%
1,305
-153
200
$1.25M 0.02%
12,010
6 7
8
9 10