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
201
$1.08M 0.02%
17,485
-54
202
$1.07M 0.02%
12,914
-866
203
$1.07M 0.02%
25,315
204
$1.06M 0.02%
6,170
205
$1.04M 0.02%
11,477
-25
206
$1.04M 0.02%
6,801
207
$1.04M 0.02%
4,572
-219
208
$1.03M 0.02%
4,252
-22
209
$980K 0.02%
24,725
210
$974K 0.02%
10,247
211
$965K 0.02%
11,774
-116
212
$964K 0.02%
3,082
-4
213
$959K 0.02%
6,565
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214
$921K 0.02%
3,367
215
$920K 0.02%
43,943
-17,350
216
$907K 0.02%
9,017
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217
$904K 0.02%
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218
$903K 0.02%
1,374
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219
$878K 0.02%
29,730
220
$873K 0.02%
12,928
221
$865K 0.02%
24,074
222
$860K 0.02%
5,270
223
$808K 0.02%
27,255
224
$796K 0.02%
3,861
225
$776K 0.02%
24,633
7 8
9
10 11