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
$2.55B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$25.2M
3
+$8.62M
4
BLK icon
Blackrock
BLK
+$8.34M
5
SYF icon
Synchrony
SYF
+$4.97M

Top Sells

1
+$20.5M
2
+$10.9M
3
+$10.8M
4
ANSS
Ansys
ANSS
+$5.44M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.43M

Sector Composition

1 Technology 17.6%
2 Financials 15.49%
3 Consumer Discretionary 14.32%
4 Healthcare 11.93%
5 Real Estate 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.2M 1.42%
853,280
-9,140
27
$36.1M 1.41%
647,787
+719
28
$35.4M 1.38%
92,268
+21,752
29
$34.9M 1.36%
840,654
+68,970
30
$34.5M 1.35%
206,882
-16,632
31
$34.1M 1.33%
423,107
+20,228
32
$32.4M 1.27%
394,091
-5,084
33
$31.5M 1.23%
748,183
+748,117
34
$31.4M 1.23%
604,412
+44,855
35
$29.2M 1.14%
252,865
+4,435
36
$28.6M 1.12%
119,874
+36,074
37
$26.9M 1.05%
251,559
-50,931
38
$26.1M 1.02%
200,850
+193,859
39
$24.9M 0.97%
216,309
+1,766
40
$23.9M 0.94%
142,517
-2,043
41
$20.7M 0.81%
252,255
-2,932
42
$20.5M 0.8%
190,763
+5,413
43
$17.6M 0.69%
415,061
-19,269
44
$16M 0.62%
67,728
+6,277
45
$15.2M 0.59%
258,781
-43,271
46
$14.6M 0.57%
1,040,211
-12,230
47
$13.9M 0.54%
223,122
-3,098
48
$12.8M 0.5%
124,928
-2,481
49
$12.5M 0.49%
369,975
+6,053
50
$12.5M 0.49%
120,933
-597
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