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
1
$274M 5.78%
2,004,151
-59,027
2
$247M 5.21%
963,025
-11,653
3
$183M 3.85%
355,564
-23,136
4
$168M 3.54%
309,052
-19,420
5
$146M 3.07%
461,354
-7,867
6
$143M 3.02%
1,569,988
-9,010
7
$132M 2.79%
61,617
-3,037
8
$130M 2.73%
472,475
-3,162
9
$127M 2.68%
1,198,559
-8,861
10
$121M 2.55%
1,106,440
-7,200
11
$118M 2.48%
459,746
-24,609
12
$110M 2.31%
395,349
-1,418
13
$96.2M 2.03%
1,264,760
-22,645
14
$94.3M 1.99%
865,540
-17,040
15
$93.1M 1.96%
1,264,216
+11,101
16
$91M 1.92%
837,765
-5,586
17
$84.1M 1.77%
427,957
-4,526
18
$84M 1.77%
533,318
+4,002
19
$83.1M 1.75%
336,569
-4,077
20
$82.3M 1.74%
2,637,155
+31,911
21
$80.6M 1.7%
295,387
-1,446
22
$78.3M 1.65%
665,683
+5,261
23
$78.1M 1.65%
213,487
-130
24
$76.3M 1.61%
496,546
-1,477
25
$76.3M 1.61%
327,246
-2,854
1
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