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
126
$2.19M 0.09%
17,119
-131
127
$2.19M 0.09%
27,531
-4,153
128
$2.19M 0.09%
26,013
+2,916
129
$2.13M 0.08%
26,392
+5,026
130
$2.08M 0.08%
12,678
-183
131
$2.05M 0.08%
85,503
+1,518
132
$1.97M 0.08%
110,932
-19,304
133
$1.91M 0.07%
59,640
-140
134
$1.9M 0.07%
20,856
-85
135
$1.88M 0.07%
10,052
-131
136
$1.87M 0.07%
35,960
-37
137
$1.85M 0.07%
23,345
-1,804
138
$1.83M 0.07%
22,082
+4,734
139
$1.82M 0.07%
8,420
+5,491
140
$1.8M 0.07%
39,626
141
$1.75M 0.07%
51,005
+875
142
$1.74M 0.07%
30,326
-3,696
143
$1.72M 0.07%
21,471
-65
144
$1.71M 0.07%
54,474
+48,486
145
$1.7M 0.07%
10,229
-11
146
$1.69M 0.07%
91,335
+2,625
147
$1.66M 0.06%
20,064
-1,859
148
$1.65M 0.06%
50,052
+256
149
$1.64M 0.06%
10,731
+4,373
150
$1.63M 0.06%
27,831
-10,361
4 5
6
7 8