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
76
$6.24M 0.24%
55,277
-811
77
$6.1M 0.24%
96,877
-1,991
78
$5.81M 0.23%
112,869
+18,169
79
$5.61M 0.22%
57,482
-2,678
80
$5.55M 0.22%
54,021
-898
81
$5.54M 0.22%
41,825
-943
82
$5.5M 0.22%
123,347
-16,227
83
$5.45M 0.21%
32,727
-1,480
84
$5.44M 0.21%
122,408
-5,292
85
$5.16M 0.2%
169,701
-7,049
86
$4.95M 0.19%
72,883
-302,363
87
$4.95M 0.19%
37,114
+922
88
$4.82M 0.19%
36,592
-419
89
$4.79M 0.19%
112,978
+438
90
$4.69M 0.18%
65,693
+696
91
$4.48M 0.18%
34,549
+2,414
92
$4.44M 0.17%
89,080
-13,220
93
$4.34M 0.17%
58,375
-12,650
94
$4.32M 0.17%
40,940
-32,444
95
$4.25M 0.17%
51,760
-3,444
96
$4.25M 0.17%
57,993
-10,997
97
$4.19M 0.16%
35,273
+493
98
$3.92M 0.15%
94,053
+330
99
$3.9M 0.15%
80,011
+4,048
100
$3.63M 0.14%
151,194
-20,353
2 3
4
5 6