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
51
$12.4M 0.49%
111,207
-2,471
52
$12M 0.47%
84,292
+6
53
$11.5M 0.45%
48,649
+6,968
54
$11.1M 0.44%
406,048
-11,730
55
$11M 0.43%
96,942
-15,641
56
$10.7M 0.42%
69,442
-900
57
$10.3M 0.4%
69,557
-6,277
58
$9.52M 0.37%
157,067
+3,320
59
$9.44M 0.37%
231,250
-8,885
60
$9.11M 0.36%
290,196
+8,022
61
$8.62M 0.34%
238,833
+6,861
62
$8.49M 0.33%
79,167
-2,652
63
$8.48M 0.33%
96,547
+4,064
64
$8.3M 0.32%
72,915
-1,049
65
$8.27M 0.32%
62,974
66
$7.72M 0.3%
138,641
-526
67
$7.64M 0.3%
276,878
+485
68
$7.52M 0.29%
71,041
-8,518
69
$7.4M 0.29%
113,606
-4,595
70
$7.39M 0.29%
104,653
-1,650
71
$7.34M 0.29%
226,017
-9,041
72
$7.04M 0.28%
78,355
-99
73
$6.96M 0.27%
22,269
+1,962
74
$6.91M 0.27%
126,975
+15,248
75
$6.42M 0.25%
117,800
-1,400
1 2
3
4 5