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
1
$381M 5.97%
905,091
-5,312
2
$310M 4.86%
1,806,901
-55,257
3
$220M 3.45%
1,220,815
-21,519
4
$217M 3.41%
2,406,220
-188,410
5
$216M 3.39%
448,663
-1,926
6
$209M 3.27%
1,590,016
-1,811
7
$185M 2.89%
58,555
+329
8
$183M 2.87%
476,791
+2,059
9
$181M 2.83%
865,939
-54,932
10
$178M 2.78%
305,644
+913
11
$169M 2.65%
342,265
+2,725
12
$161M 2.52%
1,056,759
-5,234
13
$138M 2.17%
541,353
+3,844
14
$138M 2.16%
398,159
+532
15
$126M 1.98%
630,397
+5,022
16
$126M 1.98%
836,210
-5,322
17
$123M 1.92%
291,436
-2,309
18
$122M 1.92%
1,298,565
+23,960
19
$118M 1.86%
688,762
-13,829
20
$118M 1.85%
456,052
+3,048
21
$117M 1.83%
1,200,498
-2,536
22
$117M 1.83%
231,030
+3,299
23
$111M 1.75%
2,858,454
+49,000
24
$97.3M 1.53%
492,393
-3,579
25
$96.4M 1.51%
848,174
+3,678
1
2 3 4 5