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
201
$1.22M 0.02%
6,150
-486
202
$1.21M 0.02%
9,331
-326
203
$1.2M 0.02%
8,523
+1,600
204
$1.18M 0.02%
5,542
+18
205
$1.17M 0.02%
28,503
-6,197
206
$1.16M 0.02%
22,465
-2,769
207
$1.16M 0.02%
1,403
+2
208
$1.15M 0.02%
13,266
-2,085
209
$1.14M 0.02%
3,657
-22
210
$1.14M 0.02%
6,304
211
$1.13M 0.02%
9,239
-747
212
$1.12M 0.02%
908
-6,001
213
$1.12M 0.02%
15,247
-235
214
$1.02M 0.02%
5,065
215
$1.01M 0.02%
17,782
216
$1M 0.02%
4,044
-16
217
$951K 0.01%
1,248
-152
218
$948K 0.01%
9,992
+2,285
219
$946K 0.01%
8,564
220
$929K 0.01%
12,955
-745
221
$928K 0.01%
45,438
222
$922K 0.01%
3,617
-16
223
$916K 0.01%
25,320
-125
224
$914K 0.01%
2,226
-60
225
$913K 0.01%
2,514
+16
7 8
9
10 11