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
101
$3.59M 0.14%
59,965
+243
102
$3.54M 0.14%
38,991
-4,571
103
$3.19M 0.12%
22,922
-562
104
$3.19M 0.12%
25,435
-1,675
105
$3.17M 0.12%
22,283
+485
106
$3.15M 0.12%
38,469
-5,908
107
$3.12M 0.12%
38,769
+1,478
108
$3.1M 0.12%
48,480
-4,300
109
$3M 0.12%
12
110
$2.88M 0.11%
24,101
+3,551
111
$2.86M 0.11%
23,009
-808
112
$2.83M 0.11%
71,197
+2,747
113
$2.75M 0.11%
35,035
-7,014
114
$2.68M 0.1%
35,310
-1,514
115
$2.63M 0.1%
24,335
-5,665
116
$2.59M 0.1%
18,852
-20
117
$2.54M 0.1%
70,020
-11,886
118
$2.49M 0.1%
50,001
+3,824
119
$2.48M 0.1%
20,557
-592
120
$2.45M 0.1%
5,122
-392
121
$2.42M 0.09%
64,226
-3,748
122
$2.3M 0.09%
17,466
+2,428
123
$2.24M 0.09%
27,151
-785
124
$2.23M 0.09%
8,324
-580
125
$2.22M 0.09%
46,348
-40,945
3 4
5
6 7